Morningstar® Investment Profile™   Morningstar®
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for Print
JPMorgan Insurance Tr Core Bond 1
Release date as of 2022-05-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2022-05-31
Out of 396
Intermediate Core Bond Funds
Morningstar®
Style Box™
What is this?
As of 2021-12-31
Total Fund Assets ($ Mil)
470.77
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks to maximize total return by investing primarily in a diversified portfolio of intermediate- and long-term debt securities.
The fund invests in a portfolio of investment grade intermediate- and long-term debt securities. It invests at least 80% of its net assets in bonds. The fund's average weighted maturity will ordinarily range between 4 and 12 years. The adviser may invest a significant portion or all of its assets in mortgage-related and mortgage-backed securities. The adviser expects to invest no more than 10% of its assets in "sub-prime" mortgage-related securities at the time of purchase.
  Morningstar Category: Intermediate Core Bond
Intermediate-term core bond portfolios invest primarily in investment-grade U.S. fixed-income issues including government, corporate, and securitized debt, and hold less than 5% in below-investment-grade exposures. Their durations (a measure of interest-rate sensitivity) typically range between 75% and 125% of the three-year average of the effective duration of the Morningstar Core Bond Index. 
  Investment Risks
There are no additional fund specific investment risks (e.g. liquidity risk, currency risk, foreign investment risk, etc.) associated with this fund beyond the normal risks generally associated with investing in a mutual fund.
  Portfolio Profile
Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 0.0
Bullet Non-U.S. Stocks Non-U.S. Stocks 0.0
Bullet Bonds Bonds 84.9
Bullet Cash Cash 12.3
Bullet Other Other 2.8
Asset Allocation Rescaled Graph
Data through 2021-12-31
Morningstar Fixed-Income Sectors
% Fund
Government 20.03
Corporate 29.70
Securitized 37.81
Municipal 0.07
Cash & Equivalents 12.39
Other 0.00
Data through 2021-12-31
Credit Analysis
% Bonds
AAA 56.08
AA 3.88
A 14.24
BBB 20.61
BB 0.11
B 0.02
Below B 0.02
Not Rated 5.04
Data through 2021-12-31
Credit Analysis Graph
Holding Status
Total Number of Stock Holdings 0
Total Number of Bond Holdings 1615
% of Net Assets in Top 10 Holdings 20.12
Turnover % (as of 2021-12-31) 93.00
30 Day SEC Yield % 2.65
Top Holdings
Maturity
Date
Shares
Value
$000
% of Net
Assets
JPMorgan Prime Money Market Inst --- 49,236 49,256 9.42
Federal National Mortgage Association 2.5% 2052-02-25 19,405 19,748 3.78
Government National Mortgage Association 2.5% 2051-08-20 10,592 10,860 2.08
United States Treasury Notes 0.5% 2026-02-28 4,645 4,513 0.86
United States Treasury Notes 0.875% 2026-06-30 3,965 3,902 0.75
United States Treasury Bonds 1.875% 2051-02-15 3,795 3,755 0.72
United States Treasury Bonds 2.25% 2041-05-15 3,485 3,660 0.70
United States Treasury Bonds 2.25% 2046-08-15 3,104 3,282 0.63
United States Treasury Notes 1.75% 2023-05-15 3,079 3,130 0.60
U.S. Treasury Security Stripped Interest Security 0% 2029-08-15 3,400 3,021 0.58
Data through 2021-12-31
  Principal Risks   
Credit and Counterparty, Prepayment (Call), Foreign Securities, Loss of Money, Not FDIC Insured, Country or Region, Interest Rate, Market/Market Volatility, Industry and Sector Investing, Inverse Floaters, Mortgage-Backed and Asset-Backed Securities, Other, U.S. Government Obligations, Suitability, Shareholder Activity, Management, Zero-Coupon Bond
Show Risk Definitions
  Other Information
Inception Date: 1997-05-01
Portfolio Manager(s)
Richard D. Figuly   (2016-03-30)
Richard Figuly, Managing Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Rick is a portfolio manager for the U.S. Value Driven team and is responsible for managing institutional taxable bond portfolios. An employee since 1993, Rick previously served as a fixed income trader trading all taxable fixed income securities while specializing in structured products. Prior to joining the firm, Rick was a fiduciary tax accountant at the Bank One Ohio Trust Company. Rick is also a retired Major of the Ohio Army National Guard. He holds a B.S. in finance from The Ohio State University.
Justin Rucker   (2019-03-27)
Justin Rucker, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Justin is a portfolio manager for the U.S. Value Driven team and is responsible for managing Long Duration & Core Bond institutional taxable bond portfolios and fund vehicles. Justin is responsible for long duration strategies with benchmarks that span the range from actively managed to custom liability-based across a broad spectrum of fixed income sectors. An employee since 2006, Justin most recently was a member of the Mid Institutional Portfolio Management team specializing in structured product sectors & managing Core Bond portfolios. He also spent three years in the client portfolio management group for Global Fixed Income & three years as an Internal Client Advisor for JPMorgan Mutual Funds. Prior to joining the firm, Justin worked the trade desk for Open E Cry, LLC, a brokerage firm specializing in Futures and FX trading. Justin holds a B.S. in finance from the University of Dayton, an M.B.A. from Capital University, and is a CFA charterholder.
Steven S. Lear   (2021-01-06)
Mr. Lear is the U.S. Chief Investment Officer within the GFICC group. An employee since 2008. Mr. Lear is responsible for overseeing fixed income investment strategies in the U.S., including core plus, insurance, liability-driven investing and stable value.
Investment Advisor(s)
J.P. Morgan Investment Management, Inc.
Issuer
JPMorgan
Subadvisor(s)
---
Show Data Definitions

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