OSTCX Mutual Fund

OSTCX Mutual Fund (JPMorgan Short Duration Bond Fund Class C) is managed by J.P. Morgan Asset Management with $27.5M in net assets. OSTCX expense ratio is 1.09%, holding 1718 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2001-11-01.

OSTCX performance shows a YTD return of 0.57%. The 1-year return is 1.80% and the 5-year return is 1.77%. OSTCX dividend yield stands at 3.38%, paid monthly.

OSTCX top holdings include Jpmorgan U.S. Government Money Market Fund, Class IM (8.2%), United States Treasury Notes 4.25% 4.25 08/15/2029 (2.9%), Treasury Note (Otr) 3.88 04/15/2029 3.88 2029-04-15 (2.7%), Us Treas Nts 4.125% 07/15/29 (1.9%), Us Treasury N/B 3.375 01/31/2028 (1.7%). 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.