OSTCX Mutual Fund

OSTCX Mutual Fund (JPMorgan Short Duration Bond Fund Class C) is managed by J.P. Morgan Asset Management with $28.3M in net assets. OSTCX expense ratio is 1.09%, holding 1681 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2001-11-01.

OSTCX performance shows a YTD return of 0.67%. The 1-year return is 2.84% and the 5-year return is 1.77%. OSTCX dividend yield stands at 3.38%, paid monthly.

OSTCX top holdings include United States Treasury 0.00 08/06/2026 (4.5%), Jpmorgan U.S. Government Money Market Fund, Class Institutional (3.9%), Us Treasury N/B 3.875 4/15/2029 3.875 2029-04-15 (3.3%), Us Treasury N/B 3.875 5/15/2029 (2.1%), Us Treasury N/B 07/28 3.875 (2.1%). Go to all OSTCX holdings, OSTCX sectors, or OSTCX dividends.

OSTCX can be compared against other funds. Use OSTCX overlap to find shared positions, or OSTCX vs another fund for a side-by-side view. OSTCX alternatives are available via the screener, along with tax-loss harvesting opportunities.