JPMorgan Short Duration Core Plus Fund Class R6
JSDRX
NASDAQ
| Weiss Ratings | JSDRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | JSDRX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Cary J. Fitzgerald (8), Kay Herr (2) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JSDRX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 4.33% | |||
| Dividend | JSDRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.00% | |||
| Asset Allocation | JSDRX-NASDAQ | Click to Compare |
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| Cash | 1.38% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 98.61% | |||
| U.S. Bond | 81.85% | |||
| Non-U.S. Bond | 16.76% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | JSDRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.57% | |||
| 30-Day Total Return | -0.48% | |||
| 60-Day Total Return | -0.03% | |||
| 90-Day Total Return | 0.28% | |||
| Year to Date Total Return | 0.28% | |||
| 1-Year Total Return | 4.74% | |||
| 2-Year Total Return | 12.36% | |||
| 3-Year Total Return | 17.24% | |||
| 5-Year Total Return | 13.11% | |||
| Price | JSDRX-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 | JSDRX-NASDAQ | Click to Compare |
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| Nav | $9.41 | |||
| 1-Month Low NAV | $9.37 | |||
| 1-Month High NAV | $9.49 | |||
| 52-Week Low NAV | $9.28 | |||
| 52-Week Low NAV (Date) | Apr 11, 2025 | |||
| 52-Week High NAV | $9.54 | |||
| 52-Week High Price (Date) | Feb 23, 2026 | |||
| Beta / Standard Deviation | JSDRX-NASDAQ | Click to Compare |
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| Beta | 0.43 | |||
| Standard Deviation | 2.58 | |||
| Balance Sheet | JSDRX-NASDAQ | Click to Compare |
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| Total Assets | 6.80B | |||
| Operating Ratios | JSDRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.33% | |||
| Turnover Ratio | 53.00% | |||
| Performance | JSDRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 5.11% | |||
| Last Bear Market Total Return | -2.39% | |||