JPMorgan Short Duration Core Plus R6 (JSDRX)

Fund Assets	6.70B
Expense Ratio	0.33%
Min. Investment	$15,000,000
Turnover	58.00%
Dividend (ttm)	0.42
Dividend Yield	4.59%
Dividend Growth	5.19%
Payout Frequency	Monthly
Ex-Dividend Date	Sep 28, 2026

Previous Close	9.17
YTD Return	-0.80%
1-Year Return	0.39%
5-Year Return	10.68%
52-Week Low	9.15
52-Week High	9.54
Beta (5Y)	0.12
Holdings	1307
Inception Date	Mar 1, 2013

About JSDRX

JPMorgan Short Duration Core Plus Fund Class R6 is an actively managed mutual fund focused on high-quality fixed income with a target duration of roughly two to three years, aiming to deliver total return while managing interest rate risk. The strategy employs a multi‑sector approach that blends bottom‑up security selection with top‑down macro insights, drawing on J.P. Morgan’s global fixed income platform and a large team of investment professionals. The portfolio can invest across U.S. investment‑grade bonds, securitized assets, and select non‑U.S. exposures, providing diversification beyond traditional core short‑term bond holdings. Its design emphasizes capital preservation and liquidity while seeking incremental yield enhancement versus typical short‑duration peers. The fund’s process and management depth have been recognized by independent research, highlighting a disciplined framework and consistent execution. By occupying the space between ultra‑short vehicles and intermediate core plus funds, JPMorgan Short Duration Core Plus Fund Class R6 serves investors looking to moderate interest rate sensitivity without forgoing multi‑sector breadth and professional risk management.

• Fund Family: JPMorgan
• Category: Short-Term Bond
• Performance Rating: Above Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: JSDRX
• Share Class: Class R6
• Index: Bloomberg 1-5 Y Government/Credit TR

Performance

JSDRX had a total return of 0.39% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.89%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
JSDSX	Class I	0.39%
JSDHX	Class A	0.64%
JSDCX	Class C	1.14%

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 28, 2026	$0.0368	Sep 29, 2026
Aug 27, 2026	$0.03611	Aug 28, 2026
Jul 29, 2026	$0.03648	Jul 30, 2026
Jun 26, 2026	$0.03632	Jun 29, 2026
May 27, 2026	$0.03518	May 28, 2026
Apr 28, 2026	$0.03883	Apr 29, 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:

Oct 3, 2026

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