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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
    $4.2B
Read description

Assets

Net Assets

Total Net Assets

$4.2B

(Through Dec 2020)

Display Assets By

(Select one)
  • 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

$1.09B

(Through Dec 2020)

Display Flows By

(Select one)
  • 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 1.14%

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

Turnover

turnover

23.0%

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

4.90% to 5.81%

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

Retirement

Top Plans

Plan Name % Allocation
Work Opportunities Unlimited, Inc. 401(k) Plan
10%
E. E. Wine, Inc. 401(k) Plan
5%
Allen Drywall 401(k) Savings Plan
5%
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

  • Andy Melchiorre

    01-01-2019 - present