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 $4.12B in net assets. JSDRX expense ratio is 0.33%, holding 1228 positions across sectors including Financials, Other, Real Estate. Inception date: 2013-03-01.
JSDRX performance shows a YTD return of -1.69%. The 1-year return is 3.93% and the 5-year return is 2.52%. JSDRX dividend yield stands at 4.25%, paid monthly.
JSDRX top holdings include United States Treasury Note/Bond 3.5 01/15/2029 (8.3%), 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 (1.2%), United States Treasury Note 08/28 3.625 (1.2%). View all JSDRX holdings, sector breakdown, or dividend history.
JSDRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSDRX alternatives are available via the screener, along with tax-loss harvesting opportunities.