JSDRX Mutual Fund
JSDRX Mutual Fund
JSDRX Mutual Fund
JPMorgan Short Duration Core Plus Fund Class R6
JSDRX Mutual Fund Overview
JSDRX Mutual Fund (JPMorgan Short Duration Core Plus Fund Class R6) is managed by J.P. Morgan Asset Management with $4.16B in net assets. JSDRX expense ratio is 0.33%, holding 1228 positions across sectors including Financials, Real Estate, Energy. Inception date: 2013-03-01.
JSDRX performance shows a YTD return of 0.89%. The 1-year return is 3.86% and the 5-year return is 2.48%. JSDRX dividend yield stands at 4.48%, paid monthly.
JSDRX top holdings include United States Treasury Note/Bond 3.5 01/15/2029 (8.3%), Treasury Note (Otr) 3.88% Jul 15, 2028 (3.0%), Treasury Note (Otr) 3.5% Oct 15, 2028 (2.4%), Treasury Note (Otr) 3.38% Sep 15, 2028 (1.2%), United States Treasury Note 08/28 3.625 (1.2%). Go to all JSDRX holdings, JSDRX sectors, or JSDRX dividends.
JSDRX can be compared against other funds. Use JSDRX overlap to find shared positions, or JSDRX vs another fund for a side-by-side view. JSDRX alternatives are available via the screener, along with tax-loss harvesting opportunities.