JSDHX : JPMorgan Short Duration Core Plus Fund Class A

JSDHX is a Bond Market High Yield Bond with MODERATE fees.

JSDHX

JPMorgan Short Duration Core Plus Fund Class A

FI Score

61 /100

Expense Ratio Rating

8 /10

Expense Rating

4 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

61% FI Score
  • jsdhx
  • Mutual Fund
  • Bond
  • High Yield Bond

JPMorgan Short Duration Core Plus Fund Class A

Expenses: 0.64% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks total return, consistent with preservation of capital. The fund uses a multi-sector strategy in order to create a diversified portfolio that generates total return while managing risk. It principally invests in traditional fixed income sectors (for example, investment grade corporate bonds), while also having the flexibility to allocate its assets to extended sectors such as below investment grade securities (also known as high yield or junk bonds) and foreign and emerging markets debt.

Largest Holdings

Amount Holding
5.65% United States Treasury Notes 0.5%
2.65% United States Treasury Notes 1.5%
2.06% United States Treasury Notes 0.25%
1.44% Fnma Pass-Thru I 4.5%
1.20% Federal National Mortgage Association 4%
1.11% United States Treasury Notes 1.62%
0.89% FHLMC Pc Prepay Prm 30 5%
0.84% Federal National Mortgage Association 4%
0.81% Fnma Pass-Thru I 4.5%
0.79% FHLMC Pc Prepay Prm 30 4%
0.77% Fnma Pass-Thru I 3.5%
0.66% Federal Home Loan Mortgage Corporation 3.5%
0.59% FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 3%
0.55% Federal National Mortgage Association 4%
0.55% Goldman Sachs Group, Inc. 2.9%
0.54% AbbVie Inc. 2.6%
0.49% Banque Federative du Credit Mutuel 3.75%
0.49% CVS Health Corp 3.7%
0.49% Federal National Mortgage Association 4%
0.48% Canadian Imperial Bank of Commerce 2.61%
0.47% Federal National Mortgage Association 3%
0.46% Southern California Edison Company 3.7%
0.46% Ginnie Mae 3%
0.45% Credit Agricole S.A. London Branch 3.38%
0.44% Morgan Stanley 4.88%

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