JPMorgan Short Duration Core Plus Fund Class A
JSDHX
NASDAQ
| Weiss Ratings | JSDHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | JSDHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Cary J. Fitzgerald (8), Kay Herr (2) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JSDHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | JPMorgan Short Duration Core Plus Fund Class A | |||
| 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 | 0.02 | |||
| Back End Fee | -- | |||
| Dividends and Shares | JSDHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 3.92% | |||
| Dividend | JSDHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.00% | |||
| Asset Allocation | JSDHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 4.23% | |||
| Stock | 0.02% | |||
| U.S. Stock | 0.01% | |||
| Non-U.S. Stock | 0.01% | |||
| Bond | 95.76% | |||
| U.S. Bond | 75.68% | |||
| Non-U.S. Bond | 20.08% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | JSDHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.14% | |||
| 30-Day Total Return | 0.45% | |||
| 60-Day Total Return | 1.01% | |||
| 90-Day Total Return | 1.88% | |||
| Year to Date Total Return | 5.49% | |||
| 1-Year Total Return | 4.92% | |||
| 2-Year Total Return | 15.34% | |||
| 3-Year Total Return | 19.13% | |||
| 5-Year Total Return | 11.50% | |||
| Price | JSDHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | JSDHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $9.47 | |||
| 1-Month Low NAV | $9.45 | |||
| 1-Month High NAV | $9.50 | |||
| 52-Week Low NAV | $9.22 | |||
| 52-Week Low NAV (Date) | Jan 13, 2025 | |||
| 52-Week High NAV | $9.50 | |||
| 52-Week High Price (Date) | Sep 17, 2025 | |||
| Beta / Standard Deviation | JSDHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.42 | |||
| Standard Deviation | 2.81 | |||
| Balance Sheet | JSDHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 5.64B | |||
| Operating Ratios | JSDHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.64% | |||
| Turnover Ratio | 53.00% | |||
| Performance | JSDHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 4.92% | |||
| Last Bear Market Total Return | -2.47% | |||