JPMorgan Short Duration Bond Fund

Scorecard
3 / 5 Stars
Lipper
5 5 5 3 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 122 Short-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 0.36 percent over the past year, 1.19 percent over the past three years, 2.26 percent over the past five years, and 2.80 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.3%
1 Year 0.4%
3 Years (Annualized) 1.2%
5 Years (Annualized) 2.3%
10 Years (Annualized) 2.8%

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Summary

The investment seeks current income consistent with preservation of capital through investment in high- and medium-grade fixed income securities. The fund normally invests at least 80% of 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. Securities purchased by the fund will be rated investment grade (or the unrated equivalent) at the time of purchase.

Fees

Fees are Low compared to funds in the same category.
JPMorgan Short Duration Bond Fund has an expense ratio of 0.55 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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