JSCPJPMorgan Short Duration Core Plus ETF

Grow my money Stay safe5y track recordRanked #21 of 340 in this goal

Seeks total return, consistent with preservation of capital.

By JPMorgan · Launched 2021

Annual Cost

0.33%

#1,563 of 5,562 · low cost

Fund Size

$1.5B

#890 of 5,562 · large

Return (1Y)Goal

+4.4%

Track Record

5 years

#2,319 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$10,439+4.4%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

Focus

ESG

What it actually holds

By weight

Concentration

Top 10 holdings = 24.2% of fund✓ well diversified

JPMorgan Prime Money Market Fund

4.6%

United States of America

4.5%

United States of America

3.1%

United States of America

3.0%

United States of America

2.4%

FHLMC Pool

1.8%

FNMA

1.4%

United States of America

1.2%

United States of America

1.2%

FNMA

1.0%

Asset allocation

Bonds

96.1%

Cash

3.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

1.8%Low

Year-on-year price swings

Max drawdown

-8.9%Mild

Worst peak-to-trough loss

Sharpe (3Y)

0.75Decent risk-adjusted returns

Sortino (3Y)

1.10Good downside protection

Bond profile

Duration

4.9 years

Avg maturity

9.9 years

Credit ratings

US Government

20.2%

AAA

49.2%

12.1%

19.3%

BBB

9.2%

5.0%

1.4%

Below B

0.2%

Other

3.5%

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks total return, consistent with preservation of capital.
Strategy: Uses a multi-sector strategy to create a diversified portfolio for total return while managing risk. Invests primarily in investment grade corporate bonds, with flexibility for below investment grade and foreign debt. Maintains a duration of three years or less, with at least 70% in investment grade securities. May use derivatives for hedging and risk management, and assesses ESG factors in investment decisions.
Inception date: March 1, 2021
Fund family: JPMorgan