| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
5
3
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#38 in Short-Term Bond
U.S. News evaluated 110 Short-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 0.42 percent over the past year, 1.34 percent over the past three years, 2.41 percent over the past five years, and 2.63 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | -0.2% |
| 1 Year | 0.4% |
| 3 Years (Annualized) | 1.3% |
| 5 Years (Annualized) | 2.4% |
| 10 Years (Annualized) | 2.6% |
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 Below Average compared to funds in the same category.
JPMorgan Short Duration Bond Fund has an expense ratio of 0.80 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
