JPMorgan Short Duration Core Plus Fund Class C (JSDCX)

Fund Assets	6.69B
Expense Ratio	1.14%
Min. Investment	$1,000
Turnover	58.00%
Dividend (ttm)	0.34
Dividend Yield	3.65%
Dividend Growth	7.76%
Payout Frequency	Monthly
Ex-Dividend Date	Jul 29, 2026

Previous Close	9.34
YTD Return	0.33%
1-Year Return	2.07%
5-Year Return	8.18%
52-Week Low	9.29
52-Week High	9.51
Beta (5Y)	0.09
Holdings	1282
Inception Date	Mar 1, 2013

About JSDCX

JPMorgan Short Duration Core Plus Fund Class C is an actively managed mutual fund focused on generating total return while emphasizing preservation of capital. The strategy employs a multi‑sector approach across the fixed income universe, concentrating primarily on investment‑grade securities but retaining flexibility to allocate to below‑investment‑grade bonds and international debt to enhance yield. The portfolio targets a short interest‑rate profile, seeking to maintain a duration of three years or less to help manage rate sensitivity. Sector allocation spans U.S. Treasuries, agency and non‑agency mortgage‑backed securities, asset‑backed and commercial mortgage‑backed securities, investment‑grade corporates, high yield credit, emerging markets debt, and collateralized loan obligations. Managed by an experienced team, the fund blends diversified credit exposures and securitized assets to balance income and risk across market cycles. It plays a role as a core short‑duration bond holding, offering broad fixed income exposure with active sector rotation and risk management designed for investors seeking stability and income within a constrained duration framework.

• Fund Family: JPMorgan
• Category: Short-Term Bond
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: JSDCX
• Share Class: Class C
• Index: Bloomberg 1-5 Y Government/Credit TR

Performance

JSDCX had a total return of 2.07% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.20%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
SWSBX	Schwab	Schwab Short-Term Bond Index Fund	0.06%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
JSDRX	Class R6	0.33%
JSDSX	Class I	0.39%
JSDHX	Class A	0.64%

Dividend History

Ex-Dividend	Amount	Pay Date
Jul 29, 2026	$0.02997	Jul 30, 2026
Jun 26, 2026	$0.03001	Jun 29, 2026
May 27, 2026	$0.02872	May 28, 2026
Apr 28, 2026	$0.03249	Apr 29, 2026
Mar 27, 2026	$0.0274	Mar 30, 2026
Feb 25, 2026	$0.02701	Feb 26, 2026

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 17, 2026

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