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 82 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | PGBOX vs WFBIX |
Best Risk-Adjusted Alternatives to PGBOX
PGBOX has a PortfoliosLab risk / return rank of 14. There are 100 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 64.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | PGBOX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 63 | — | Oct 2011 | PGBOX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 60 | — | Aug 1995 | PGBOX vs PCGTX | |
| Manning & Napier Credit Series | 43 | — | Apr 2020 | PGBOX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 40 | — | Aug 2016 | PGBOX vs DFXIX |
Top Performing PGBOX Alternatives (YTD)
PGBOX is at 0.15% YTD. There are 93 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 3.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 3.31% | — | Aug 1995 | PGBOX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.58% | — | Mar 2006 | PGBOX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.49% | — | Oct 2011 | PGBOX vs STWTX | |
| Fidelity SAI Investment Grade Securitized Fund | 1.17% | — | May 2023 | PGBOX vs FSMOX | |
| MassMutual Core Bond Fund | 1.14% | — | Sep 1994 | PGBOX vs MCBDX |
Lowest Volatility Alternatives to PGBOX
PGBOX has 3.89% 1-year volatility. There are 58 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.46%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.46% | — | 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 | 2.64% | — | Aug 2016 | PGBOX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.74% | — | Aug 2000 | PGBOX vs JIBEX |
Lowest Drawdown Alternatives to PGBOX
PGBOX has a 1-year max drawdown of -3.34%. There are 97 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 | -2.07% | — | 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 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 10 | 2.78% | — | Nov 2010 | PGBOX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 10 | 2.64% | — | Feb 1992 | PGBOX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 10 | 2.52% | — | Feb 1994 | PGBOX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 18 | 3.15% | — | Aug 2018 | PGBOX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 82 | 14.94% | — | Jul 1987 | PGBOX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 13 | -1.74% | — | Dec 2013 | PGBOX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 86 | 1.60% | — | Jun 2014 | PGBOX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 21 | 4.51% | — | Sep 1993 | PGBOX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 17 | 3.09% | — | Aug 2018 | PGBOX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 11 | 2.29% | — | Oct 1999 | PGBOX vs VHIAX |
Often Compared With PGBOX
Investors most often compare PGBOX with OWFIX, PCIFX, CRAIX. These 6 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 | 21 | 0.19% | — | Mar 1998 | PGBOX vs OWFIX | |
| PACE Intermediate Fixed Income Investments | Intermediate Core Bond | 33 | 0.90% | — | Aug 1995 | PGBOX vs PCIFX | |
| CCM Community Impact Bond Fund | Intermediate Core Bond | 28 | 0.41% | — | Aug 1999 | PGBOX vs CRAIX | |
| SEI Institutional Managed Trust Core Fixed Income ... | Intermediate Core Bond | 16 | 0.36% | — | May 1987 | PGBOX vs TRLVX | |
| SEI Institutional Investments Trust Core Fixed Inc... | Intermediate Core Bond | 21 | 0.54% | — | Jun 1996 | PGBOX vs SCOAX | |
| Dupree Taxable Municipal Bond Fund | Intermediate Core Bond | 18 | 1.12% | — | 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