Morningstar

JPMorgan Short Duration Bond Fund Class A OGLVX

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

Strategy

The investment seeks current income consistent with preservation of capital through investment in high- and medium-grade fixed income securities. Under normal circumstances, the fund invests at least 80% of its assets in bonds. It may principally invest in U.S. treasury obligations, U.S. government agency securities, corporate bonds, asset-backed securities, mortgage-backed securities, mortgage-related securities, and structured instruments. The effective average weighted maturity ordinarily will be three years or less.

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
HLLVX	JPMorgan Short Duration Bond Fund Class I	Institutional	Open			Sep 4, 1990	$2.01B	0.340%	Below Average	$1M	−$38.15M
OGLVX	JPMorgan Short Duration Bond Fund Class A	Front Load	Open			Feb 18, 1992	$803.36M	0.590%	Low	$1,000	$6.96M
OSTCX	JPMorgan Short Duration Bond Fund Class C	Level Load	Open			Nov 1, 2001	$27.95M	1.090%	Low	$1,000	−$7.97M
JSDUX	JPMorgan Short Duration Bond Fund Class R6	Retirement, Large	Open			Feb 22, 2005	$10.52B	0.280%	Low	$15M	$2.47B

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