2 / 5 Stars
4 4 5 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#54 in Short-Term Bond
U.S. News evaluated 120 Short-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 0.03 percent over the past year, 0.88 percent over the past three years, 1.97 percent over the past five years, and 2.58 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.2%|
|3 Years (Annualized)||0.9%|
|5 Years (Annualized)||2.0%|
|10 Years (Annualized)||2.6%|
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 are High compared to funds in the same category.
JPMorgan Short Duration Bond Fund has an expense ratio of 0.80 percent.
Risk is Low compared to funds in the same category according to Morningstar.