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JPMorgan Limited Duration Bd C OGUCX

Analyst rating as of
NAV / 1-Day Return
10.07  /  0.00
Total Assets
1.5 Bil
Adj. Expense Ratio
1.200%
Expense Ratio
1.200%
Fee Level
Below Average
Longest Manager Tenure
25.51 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.65%
Effective Duration
1.55 years
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Morningstar’s Analysis

Will OGUCX 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.

Summary

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

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