Morningstar

JPMorgan Short Duration Core Plus Fund Class I JSDSX

Medalist Rating as of Aug 31, 2026 See JPMorgan Investment Hub

Strategy

The investment seeks total return, consistent with preservation of capital. The fund uses a multi-sector strategy in order to create a diversified portfolio that generates total return while managing risk. It principally invests in traditional fixed income sectors (for example, investment grade corporate bonds), while also having the flexibility to allocate its assets to extended sectors such as below investment grade securities (also known as high yield or junk bonds) and foreign and emerging markets debt.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JSDSX	JPMorgan Short Duration Core Plus Fund Class I	Institutional	Open			Mar 1, 2013	$1.99B	0.390%	Below Average	$1M	$19.53M
JSDHX	JPMorgan Short Duration Core Plus Fund Class A	Front Load	Open			Mar 1, 2013	$484.02M	0.640%	Below Average	$1,000	−$108.26M
JSDCX	JPMorgan Short Duration Core Plus Fund Class C	Level Load	Open			Mar 1, 2013	$35.70M	1.140%	Below Average	$1,000	−$15.59M
JSDRX	JPMorgan Short Duration Core Plus Fund Class R6	Retirement, Large	Open			Mar 1, 2013	$4.07B	0.330%	Below Average	$15M	$927.35M

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