JPMorgan Short Duration Core Plus Fund Class C
JSDCX
NASDAQ
| Weiss Ratings | JSDCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | JSDCX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Cary J. Fitzgerald (7), Kay Herr (2) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JSDCX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan Short Duration Core Plus Fund Class C | |||
| Category | Short-Term Bond | |||
| Sub-Category | US Fixed Income | |||
| Prospectus Objective | Multisector Bond | |||
| Inception Date | Mar 01, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | JSDCX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.35% | |||
| Dividend | JSDCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.00% | |||
| Asset Allocation | JSDCX-NASDAQ | Click to Compare |
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| Cash | 3.82% | |||
| Stock | 0.04% | |||
| U.S. Stock | 0.02% | |||
| Non-U.S. Stock | 0.02% | |||
| Bond | 96.14% | |||
| U.S. Bond | 72.70% | |||
| Non-U.S. Bond | 23.44% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | JSDCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.49% | |||
| 30-Day Total Return | 0.60% | |||
| 60-Day Total Return | 1.42% | |||
| 90-Day Total Return | 1.82% | |||
| Year to Date Total Return | 4.02% | |||
| 1-Year Total Return | 4.67% | |||
| 2-Year Total Return | 12.55% | |||
| 3-Year Total Return | 12.89% | |||
| 5-Year Total Return | 8.02% | |||
| Price | JSDCX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | JSDCX-NASDAQ | Click to Compare |
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| Nav | $9.41 | |||
| 1-Month Low NAV | $9.35 | |||
| 1-Month High NAV | $9.41 | |||
| 52-Week Low NAV | $9.20 | |||
| 52-Week Low NAV (Date) | Jan 10, 2025 | |||
| 52-Week High NAV | $9.41 | |||
| 52-Week High Price (Date) | Aug 01, 2025 | |||
| Beta / Standard Deviation | JSDCX-NASDAQ | Click to Compare |
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| Beta | 0.44 | |||
| Standard Deviation | 3.30 | |||
| Balance Sheet | JSDCX-NASDAQ | Click to Compare |
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| Total Assets | 4.45B | |||
| Operating Ratios | JSDCX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.14% | |||
| Turnover Ratio | 53.00% | |||
| Performance | JSDCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 4.75% | |||
| Last Bear Market Total Return | -2.60% | |||