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JPMorgan Mortgage-Backed Securities Fund

ProfileAssetsFlowsFeesPerformanceRetirementManagers

JPMorgan Mortgage-Backed Securities Fund

ProfileAssetsFlowsFeesPerformanceRetirementManagers

Profile

Data Providers

Overview

  • category
    U.S. Mortgage Funds
  • management type
    Active
  • total assets
    $2.51B
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Assets

Net Assets

Total Net Assets

$2.51B

(Through Dec 2016)

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  • Net Assets
  • Share Class
  • Distribution Channel
There is no Net Asset data available to display at this time.

Flows

Net Flows

1 Year Net Flows

$86.02M

(Through Dec 2016)

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  • Net Flows
  • Share Class
  • Distribution Channel
There is no Net Flows data available to display at this time.
* BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

Fees

Fee Comparison

expense ratio range

0.24% to 1.15%

There is no Fee data available to display at this time.
Why Do Investment Expenses Matter?
Ryan Alfred

Turnover

turnover

22.0%

There is no Turnover data available to display at this time.
Why Does Fund Turnover Matter?
Ryan Alfred

Performance

Growth of 10k

1 Year Return

6.45% to 7.39%

There is no Performance data available to display at this time.

Retirement

Top Plans

Plan Name % Allocation
Central Baptist Village Retirement Savings Plan
8%
EnviroSolutions, Inc. 401(k) Plan
8%
Caelum Research Corporation 401(k) and Profit Sharing Plan
8%
Some Plan Name
10%
Some Other Really long plan Name
5%
Another Plan Name
10%
Finally, the Plan Name
5%
View all plans with this Fund
for Asset Managers

Managers

Current Fund Managers

  • Michael Sais

    01-01-2005 - present

  • Richard Figuly

    01-01-2015 - present