JPMorgan Short Duration Bond Fund Class C
OSTCX
NASDAQ
| Weiss Ratings | OSTCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | OSTCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Toby Maczka (6), Cary J. Fitzgerald (6) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | OSTCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | JPMorgan Short Duration Bond Fund Class C | |||
| Category | Short-Term Bond | |||
| Sub-Category | US Fixed Income | |||
| Prospectus Objective | Multisector Bond | |||
| Inception Date | Nov 01, 2001 | |||
| 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 | OSTCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 3.43% | |||
| Dividend | OSTCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | -- | |||
| Asset Allocation | OSTCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 4.93% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 95.07% | |||
| U.S. Bond | 78.93% | |||
| Non-U.S. Bond | 16.14% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | OSTCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.01% | |||
| 30-Day Total Return | 0.35% | |||
| 60-Day Total Return | 0.46% | |||
| 90-Day Total Return | 0.92% | |||
| Year to Date Total Return | 4.35% | |||
| 1-Year Total Return | 4.64% | |||
| 2-Year Total Return | 9.96% | |||
| 3-Year Total Return | 14.01% | |||
| 5-Year Total Return | 8.21% | |||
| Price | OSTCX-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 | OSTCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $11.00 | |||
| 1-Month Low NAV | $10.99 | |||
| 1-Month High NAV | $11.03 | |||
| 52-Week Low NAV | $10.86 | |||
| 52-Week Low NAV (Date) | Dec 27, 2024 | |||
| 52-Week High NAV | $11.04 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | OSTCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.28 | |||
| Standard Deviation | 1.86 | |||
| Balance Sheet | OSTCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 11.92B | |||
| Operating Ratios | OSTCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.09% | |||
| Turnover Ratio | 50.00% | |||
| Performance | OSTCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 3.97% | |||
| Last Bear Market Total Return | -0.97% | |||