JPMorgan Short Duration Core Plus Fund Class R6
JSDRX
NASDAQ
| Weiss Ratings | JSDRX-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 | JSDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Cary J. Fitzgerald (8), Kay Herr (3) | |||
| Website | -- | |||
| Fund Information | JSDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | JPMorgan Short Duration Core Plus Fund Class R6 | |||
| 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 | 15,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JSDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 4.50% | |||
| Dividend | JSDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.00% | |||
| Asset Allocation | JSDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.95% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 98.04% | |||
| U.S. Bond | 80.32% | |||
| Non-U.S. Bond | 17.72% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | JSDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.21% | |||
| 30-Day Total Return | -1.11% | |||
| 60-Day Total Return | -0.61% | |||
| 90-Day Total Return | -0.44% | |||
| Year to Date Total Return | 0.30% | |||
| 1-Year Total Return | 1.68% | |||
| 2-Year Total Return | 6.95% | |||
| 3-Year Total Return | 17.37% | |||
| 5-Year Total Return | 12.24% | |||
| Price | JSDRX-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 | JSDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $9.23 | |||
| 1-Month Low NAV | $9.23 | |||
| 1-Month High NAV | $9.38 | |||
| 52-Week Low NAV | $9.23 | |||
| 52-Week Low NAV (Date) | Sep 16, 2026 | |||
| 52-Week High NAV | $9.54 | |||
| 52-Week High Price (Date) | Feb 23, 2026 | |||
| Beta / Standard Deviation | JSDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.42 | |||
| Standard Deviation | 2.50 | |||
| Balance Sheet | JSDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 6.70B | |||
| Operating Ratios | JSDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.33% | |||
| Turnover Ratio | 58.00% | |||
| Performance | JSDRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 5.05% | |||
| Last Bear Market Total Return | -2.39% | |||