JPMorgan Short Duration Core Plus Fund Class A (JSDHX)

Fund Assets	6.70B
Expense Ratio	0.64%
Min. Investment	$1,000
Turnover	58.00%
Dividend (ttm)	0.39
Dividend Yield	4.26%
Dividend Growth	5.41%
Payout Frequency	Monthly
Ex-Dividend Date	Sep 28, 2026

Previous Close	9.17
YTD Return	-0.98%
1-Year Return	0.13%
5-Year Return	9.06%
52-Week Low	9.15
52-Week High	9.54
Beta (5Y)	0.09
Holdings	1307
Inception Date	Mar 1, 2013

About JSDHX

JPMorgan Short Duration Core Plus Fund Class A is an actively managed open-end bond fund focused on generating total return through a diversified, multi‑sector fixed income approach. The strategy primarily invests in traditional sectors such as U.S. investment‑grade corporate and government bonds, while maintaining flexibility to allocate to extended sectors including below‑investment‑grade credit and foreign and emerging markets debt to enhance income and diversification. Positioned in the short‑term bond category, the portfolio targets limited interest rate sensitivity, reflected in a short effective duration profile, to help manage rate volatility. The fund typically holds a broad mix of securities, including Treasuries, agency mortgages, and corporate credit, and distributes income on a monthly basis. Backed by J.P. Morgan’s fixed income platform, the fund emphasizes risk‑aware sector rotation and security selection within a core‑plus framework, seeking balance between quality and opportunistic credit exposure. It is designed for investors looking for a short‑duration core bond allocation with diversified sources of return and an emphasis on capital preservation alongside current income.

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

Performance

JSDHX had a total return of 0.13% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.56%.

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%
JSDCX	Class C	1.14%

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 28, 2026	$0.03418	Sep 29, 2026
Aug 27, 2026	$0.03362	Aug 28, 2026
Jul 29, 2026	$0.034	Jul 30, 2026
Jun 26, 2026	$0.03392	Jun 29, 2026
May 27, 2026	$0.03268	May 28, 2026
Apr 28, 2026	$0.03642	Apr 29, 2026

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Oct 3, 2026

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