About OGLVX
JPMorgan Short Duration Bond Fund Class A is an actively managed mutual fund focused on generating current income while emphasizing capital preservation through investments in high- and medium‑grade fixed income securities. The portfolio concentrates on **short‑term bonds**, typically with limited interest‑rate sensitivity, aiming to reduce volatility relative to longer‑duration strategies. Managed by J.P. Morgan Asset Management, the fund invests across investment‑grade corporates, U.S. government and agency securities, and securitized assets, using a diversified approach across sectors and issuers. It distributes income on a **monthly** basis and is positioned within the **Short‑Term Bond** category, reflecting its emphasis on shorter effective duration and lower beta characteristics. With a long operating history and a front‑load share class structure, the fund serves as a **core short‑duration building block** for investors seeking conservative bond exposure, liquidity, and a measured balance between yield and interest‑rate risk. Key features commonly referenced include a moderate expense profile, minimum initial investment requirements, and a broad, multi‑sector bond allocation designed to deliver steady income with constrained interest‑rate exposure.
Fund Family JPMorgan
Category Short-Term Bond
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol OGLVX
Share Class Class A
Index Bloomberg 1-3 Y Government/Credit TR
OGLVX had a total return of 5.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.86%.
