JPMorgan Core Bond Fund (PGBOX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PGBOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PGBOX
PGBOX charges 0.70% annually. There are 84 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | PGBOX vs VBMPX | |
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | PGBOX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | PGBOX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | PGBOX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | PGBOX vs QDVBX |
Best Risk-Adjusted Alternatives to PGBOX
PGBOX has a PortfoliosLab risk / return rank of 11. There are 102 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 65 | 19.40B | Mar 1994 | PGBOX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | PGBOX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | PGBOX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | PGBOX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | PGBOX vs MCDWX |
Top Performing PGBOX Alternatives (YTD)
PGBOX is at -1.20% YTD. There are 104 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.13% | — | Aug 1995 | PGBOX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | PGBOX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | PGBOX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | PGBOX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.15% | — | May 2023 | PGBOX vs FSMOX |
Lowest Volatility Alternatives to PGBOX
PGBOX has 3.85% 1-year volatility. There are 52 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | PGBOX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | PGBOX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | PGBOX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | PGBOX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | PGBOX vs DFXIX |
Lowest Drawdown Alternatives to PGBOX
PGBOX has a 1-year max drawdown of -3.41%. There are 100 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | PGBOX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | PGBOX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | PGBOX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | PGBOX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | PGBOX vs FTHRX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
Often Compared With PGBOX
Investors most often compare PGBOX with OWFIX, JIBEX, SCOAX. These 9 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Old Westbury Fixed Income Fund | Intermediate Core Bond | 23 | -0.21% | — | Mar 1998 | PGBOX vs OWFIX | |
| Johnson Institutional Intermediate Bond Fund | Intermediate Core Bond | 24 | -0.46% | — | Aug 2000 | PGBOX vs JIBEX | |
| SEI Institutional Investments Trust Core Fixed Inc... | Intermediate Core Bond | 19 | -0.72% | — | Jun 1996 | PGBOX vs SCOAX | |
| SEI Institutional Managed Trust Core Fixed Income ... | Intermediate Core Bond | 16 | -1.00% | — | May 1987 | PGBOX vs TRLVX | |
| CCM Community Impact Bond Fund | Intermediate Core Bond | 30 | -0.12% | — | Aug 1999 | PGBOX vs CRAIX | |
| MassMutual Core Bond Fund | Intermediate Core Bond | 33 | -0.07% | — | Sep 1994 | PGBOX vs MCBDX | |
| PACE Intermediate Fixed Income Investments | Intermediate Core Bond | 25 | -0.35% | — | Aug 1995 | PGBOX vs PCIFX | |
| iShares U.S. Aggregate Bond Index Fund | Intermediate Core Bond | 21 | -0.68% | — | Jul 1993 | PGBOX vs WFBIX | |
| Dupree Taxable Municipal Bond Fund | Intermediate Core Bond | 20 | -0.25% | — | Nov 2010 | PGBOX vs DUTMX |
Compare PGBOX with Any Fund or Stock
Compare PGBOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PGBOX with funds that move differently
JPMorgan Core Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PGBOX.
Explore PGBOX Diversifiers