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JCPQX JPMorgan Core Plus Bond R4

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Fund JCPQX JPMorgan Core Plus Bond R4 MCYBX BMO TCH Core Plus Bond Y USAIX USAA Income  
100% 96% 87%
Annual Fees
(0.65% Exp. Ratio)
(0.58% Exp. Ratio)
(0.53% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$14,965.28 $15,284.86 $15,517.16
Est. savings over 30 yrs +$319.58 +$551.88
As of 9/30/16
1 YR RETURN 5.67%
3 YR 4.37%
5 YR 4.29%
10 YR 5.35%
1 YR RETURN 7.82%
3 YR 4.37%
5 YR 4.79%
10 YR --
1 YR RETURN 7.70%
3 YR 4.61%
5 YR 4.31%
10 YR 5.45%
The investment seeks a high level of current income by investing primarily in a diversified portfolio of high-, medium- and low-grade debt securities. The fund will normally invest at least 80% of its assets in bonds. Under normal conditions, at least 65% of the fund's total assets must be invested in securities that, at the time of purchase, are rated investment grade. It may invest up to 35% of its net assets in foreign securities, including securities denominated in foreign currencies. The fund's average weighted maturity will ordinarily range between five and twenty years.
The investment seeks to maximize total return consistent with current income. The fund invests at least 80% of its assets in bonds. The investments include corporate, asset-backed, mortgage-backed and U.S. government securities. Although the fund will invest primarily in securities with a minimum rating in the lowest investment grade category at the time of purchase, it may invest up to 20% of its assets in debt securities that are below investment grade, also known as high yield securities or "junk bonds."
The investment seeks maximum current income without undue risk to principal. The fund invests its assets primarily in U.S. dollar-denominated debt securities, including, among others, obligations of U.S., state and local governments, their agencies and instrumental mortgage- and asset-backed securities, corporate debt securities and repurchase agreements that have been selected for their high yields relative to the risk involved. The fund will invest primarily in investment-grade securities but also may invest up to 10% of its net assets in below-investment-grade securities, which are sometimes referred as high-yield or "junk" bonds.

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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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


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".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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