Skip to Content

JPMorgan Limited Duration Bond I HLGFX

Analyst rating as of
NAV / 1-Day Return
9.75  /  0.10 %
Total Assets
1.2 Bil
Adj. Expense Ratio
0.450%
Expense Ratio
0.450%
Fee Level
Average
Longest Manager Tenure
26.96 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
High / Limited
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.10%
Effective Duration
1.49 years

Morningstar’s Fund Analysis HLGFX

Will HLGFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A fine securitized-focused option at the short end of the curve.

Senior Analyst

Summary

| |

JPMorgan Limited Duration Bond benefits from the collaborative efforts of an experienced group of securitized specialists and a solid approach. Those advantages are enough to award the strategy’s cheapest share class a Morningstar Analyst Rating of Silver, while its more expensive share classes are rated Bronze or Neutral.

Unlock our full analysis with Morningstar Investor