JPMorgan Short Duration Core Plus Fund Class A
JSDHX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Leveraged
- Address
- 277 Park Avenue New York NY United States of America 10172
- IPO Date
- Apr 5, 2013
- CIK
- 0001217286
- Website
- jpmorganfunds.com
- Similar Companies
- Business
- JPMorgan Short Duration Core Plus Fund Class A (JSDHX) is an open-end mutual fund that seeks total return, consistent with preservation of capital, through a multi-sector fixed income strategy. The fund principally invests in traditional fixed income sectors including investment grade corporate bonds, U.S. Treasury notes and bills, mortgage-backed securities such as Federal National Mortgage Association and Federal Home Loan Mortgage Corp. obligations, and cash equivalents like JPMorgan Prime Money Market Institutional; it maintains flexibility to allocate to extended sectors such as below investment grade securities (high yield or junk bonds), foreign and emerging markets debt, securitized debt, and longer-maturity debt up to 20-30 years. With a portfolio emphasizing U.S. bonds (approximately 72%), non-U.S. bonds (24%), and cash (4%), the fund targets medium credit quality (average BBB rating) and limited interest rate sensitivity with an effective duration of around 2.67 years, delivering a trailing twelve-month yield of 3.46% and a 30-day SEC yield of 4.0%. Managed by JPMorgan Asset Management, a division of JPMorgan Chase & Co., the fund features a seasoned team led by Cary J. Fitzgerald (over 25 years of industry experience, lead manager since 2017) and Kay Herr (31 years of experience, co-manager since 2023), supported by a global fixed income platform exceeding $925 billion in assets under management across 311 professionals in seven locations spanning five countries. Launched on March 1, 2013, the fund is domiciled in the United States with shares available to U.S. investors through a front-load Class A structure (2.25% load, 0.64% adjusted expense ratio, minimum initial investment of $1,000), and as of late 2025, it manages approximately $3.9 billion in total net assets with a share class size of about $556 million. In recent developments, the fund continues monthly dividend distributions, with the last payment of $0.0310 recorded on March 27, 2025, contributing to a trailing twelve-month dividend yield of 1.26%. JPMorgan Asset Management has pursued strategic enhancements in its fixed income offerings, including the launch of the related JPMorgan Short Duration Core Plus ETF (JSCP) in March 2021, which employs a similar investment approach with top-quintile performance year-to-date and over one year as of June 30, 2025, leveraging the same management team and bottom-up security selection with macroeconomic insights targeting a 2-3 year duration. On December 9, 2025, the firm announced plans to convert select U.S. mutual funds to ETFs in 2026, reflecting ongoing innovation in product structure amid a culture of evolving proprietary risk oversight tools and expanded investment committee processes, though specific inclusion of JSDHX remains pending shareholder approval and regulatory processes. These initiatives align with broader parent firm advancements, such as headquarters relocation to 270 Park Avenue in Midtown Manhattan in 2025.