- 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 $6.75B 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.
