JCPUX Alternatives & Similar Mutual Funds

JPMorgan Core Plus Bond Fund Class R6 (JCPUX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JCPUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to JCPUX

JCPUX charges 0.38% annually. There are 13 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.

Symbol	Name	Expense Ratio	AUM	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	JCPUX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	JCPUX vs SSASX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	JCPUX vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	JCPUX vs EINFX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	JCPUX vs BCOIX

Best Risk-Adjusted Alternatives to JCPUX

JCPUX has a PortfoliosLab risk / return rank of 34. There are 15 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	99	—	Jul 2016	JCPUX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	92	—	Jul 2010	JCPUX vs LCTIX
GUGAX	GMO Multi-Sector Fixed Income Fund	90	—	Apr 1997	JCPUX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	89	—	Jul 2010	JCPUX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	86	—	May 1999	JCPUX vs MDVAX

Top Performing JCPUX Alternatives (YTD)

JCPUX is at 0.35% YTD. There are 17 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.01%.

Symbol	Name	YTD Return	AUM	Inception
TNUIX	1290 Diversified Bond Fund	3.01%	—	Jul 2015	JCPUX vs TNUIX
MDVAX	MassMutual Diversified Bond Fund	2.33%	—	May 1999	JCPUX vs MDVAX
HOBIX	Holbrook Income Fund Class I	2.33%	—	Jul 2016	JCPUX vs HOBIX
PGSIX	Putnam Mortgage Securities Fund	2.29%	—	Feb 1984	JCPUX vs PGSIX
NPCT	Nuveen Core Plus Impact Fund	1.77%	—	Apr 2021	JCPUX vs NPCT

Lowest Volatility Alternatives to JCPUX

JCPUX has 3.72% 1-year volatility. There are 50 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.17%	—	Jun 2017	JCPUX vs AMFIX
ARINX	Archer Income Fund	1.82%	—	Mar 2011	JCPUX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	2.04%	—	Jul 2010	JCPUX vs LCTRX
HOBIX	Holbrook Income Fund Class I	2.05%	—	Jul 2016	JCPUX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.10%	—	Jul 2010	JCPUX vs LCTIX

Lowest Drawdown Alternatives to JCPUX

JCPUX has a 1-year max drawdown of -2.64%. There are 24 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	JCPUX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	JCPUX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.00%	—	Apr 1997	JCPUX vs GUGAX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	JCPUX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	JCPUX vs LCTRX

Other Mutual Funds from JPMorgan

The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	8	-1.77%	—	Nov 2010	JCPUX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	7	-1.92%	—	Feb 1992	JCPUX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	7	-2.05%	—	Feb 1994	JCPUX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	31	3.44%	—	Aug 2018	JCPUX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	89	15.85%	—	Jul 1987	JCPUX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Equity Hedged	16	-1.20%	—	Dec 2013	JCPUX vs JHEQX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	87	1.12%	—	Jun 2014	JCPUX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	19	3.10%	—	Sep 1993	JCPUX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	29	3.38%	—	Aug 2018	JCPUX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	8	-1.70%	—	Oct 1999	JCPUX vs VHIAX

Often Compared With JCPUX

Investors most often compare JCPUX with BCPIX, TGRNX, AAIIX. These 13 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	22	-0.53%	—	Dec 2007	JCPUX vs BCPIX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	33	0.03%	—	Nov 2018	JCPUX vs TGRNX
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	21	1.60%	—	Jan 2004	JCPUX vs AAIIX
EVTR	Eaton Vance Total Return Bond ETF	Intermediate Core-Plus Bond	33	-0.42%	5.65B	Nov 1984	JCPUX vs EVTR
FTBFX	Fidelity Total Bond Fund	Intermediate Core-Plus Bond	24	-0.46%	—	Oct 2002	JCPUX vs FTBFX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond, Investment Grade Bonds	31	-0.32%	—	Jun 2018	JCPUX vs MWIGX
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	40	0.59%	—	Jun 1993	JCPUX vs TGLMX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	54	0.82%	—	Dec 2006	JCPUX vs LMSMX
DLTNX	DoubleLine Total Return Bond Fund Class N	Intermediate Core-Plus Bond	21	-0.47%	—	Apr 2010	JCPUX vs DLTNX
BILDX	DoubleLine Infrastructure Income Fund	Intermediate Core-Plus Bond	36	0.42%	—	Apr 2016	JCPUX vs BILDX
VBTIX	Vanguard Total Bond Market Index Fund Institutiona...	Total Bond Market	21	-0.70%	398.10B	Sep 1995	JCPUX vs VBTIX
SMTRX	ALPS/Smith Total Return Bond Fund	Intermediate Core-Plus Bond	—	—	3.25B	Jun 2018	JCPUX vs SMTRX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	65	1.20%	—	Sep 2007	JCPUX vs SEATX

Compare JCPUX with Any Fund or Stock

Compare JCPUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair JCPUX with funds that move differently

JPMorgan Core Plus Bond Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JCPUX.

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JPMorgan Core Plus Bond Fund Class R6 (JCPUX) Alternatives