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JIMRX JPMorgan Inflation Managed Bond R5

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Fund JIMRX JPMorgan Inflation Managed Bond R5
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Annual Fees
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
Est. savings over 30 yrs
As of 12/31/16
1 YR RETURN 3.81%
3 YR 1.28%
5 YR 1.30%
10 YR --
The investment seeks to maximize inflation protected total return. The fund is designed to protect the total return generated by its core fixed income holdings from inflation risk. It normally invests at least 80% of its net assets plus the amount of borrowings for investment purposes in bonds. The fund seeks to hedge this risk by using swaps that are based on the Non-Seasonally Adjusted CPI-U in combination with its core portfolio of fixed income securities. This strategy is intended to create the equivalent of a portfolio of inflation-protected fixed income securities. The fund may purchase other investments including actual inflation-protected securities.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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