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 12 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 | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | JCPUX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | JCPUX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | JCPUX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | JCPUX vs TIBDX | |
| 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 36. There are 16 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | JCPUX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 93 | — | Jul 2010 | JCPUX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 91 | — | Jul 2010 | JCPUX vs LCTRX | |
| MassMutual Diversified Bond Fund | 82 | — | May 1999 | JCPUX vs MDVAX | |
| AAMA Income Fund | 71 | — | Jun 2017 | JCPUX vs AMFIX |
Top Performing JCPUX Alternatives (YTD)
JCPUX is at 0.89% YTD. There are 16 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.14% | — | Apr 2021 | JCPUX vs NPCT | |
| Putnam Mortgage Securities Fund | 2.76% | — | Feb 1984 | JCPUX vs PGSIX | |
| Ancora Income Fund | 2.68% | — | Jan 2004 | JCPUX vs AAIIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | JCPUX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | JCPUX vs HOBIX |
Lowest Volatility Alternatives to JCPUX
JCPUX has 3.77% 1-year volatility. There are 37 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.05%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.05% | — | Jun 2017 | JCPUX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | JCPUX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | JCPUX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | JCPUX vs LCTIX | |
| Holbrook Income Fund Class I | 2.01% | — | Jul 2016 | JCPUX vs HOBIX |
Lowest Drawdown Alternatives to JCPUX
JCPUX has a 1-year max drawdown of -2.64%. There are 22 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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | JCPUX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | JCPUX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | JCPUX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | JCPUX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | JCPUX vs LCTIX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 19 | 7.25% | — | Nov 2010 | JCPUX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 18 | 7.14% | — | Feb 1992 | JCPUX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 18 | 7.03% | — | Feb 1992 | JCPUX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | JCPUX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 60 | 9.28% | — | Jul 1987 | JCPUX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.74% | — | Dec 2013 | JCPUX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.23% | — | Jun 2014 | JCPUX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | JCPUX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.15% | — | Aug 2018 | JCPUX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 25 | 7.68% | — | Oct 1999 | JCPUX vs VHIAX |
Often Compared With JCPUX
Investors most often compare JCPUX with BCPIX, TGRNX, EVTR. These 11 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare JCPUX with Any Fund or Stock
Compare JCPUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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.
Explore JCPUX Diversifiers