JPMorgan Short Duration Core Plus Fund Class A

Frequently Asked Questions About JSDHX

What does JSDHX invest in?

To deliver comprehensive returns while carefully controlling exposure to risk, this fund employs a broad, multi-sector investment framework. While its core holdings are primarily within established fixed-income categories, such as investment-grade corporate debt, the fund also has the latitude to deploy capital into broader asset classes. These include below investment-grade instruments (often referred to as high-yield or junk bonds) and sovereign or corporate debt from international and emerging economies.

What is the expense ratio of JSDHX?

JPMorgan Short Duration Core Plus Fund Class A (JSDHX) charges an expense ratio of 0.64%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JSDHX?

JPMorgan Short Duration Core Plus Fund Class A (JSDHX) manages $6.45B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is JSDHX actively managed or an index fund?

JSDHX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was JSDHX launched?

JPMorgan Short Duration Core Plus Fund Class A (JSDHX) launched in April 2013 and is managed by JPMorgan.

How has JSDHX performed?

JSDHX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.