JSDRX Mutual Fund

JSDRX Mutual Fund (JPMorgan Short Duration Core Plus Fund Class R6) is managed by J.P. Morgan Asset Management with $4.15B in net assets. JSDRX expense ratio is 0.33%, holding 1228 positions across sectors including Financials, Energy, Real Estate. 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 Government Of The United States Of America 3.5% 15-Jan-2029 (6.2%), Us Treas Nts 3.875% 07/15/28 (3.0%), Treasury Note (Otr) 3.5% Oct 15, 2028 (2.4%), Us Treas Nts 3.375% 09/15/28 (1.3%), 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.