Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
🔥 This hedge fund gained 26.16% in the last month. Get their top stocks with our free stock ideas tool. See stock ideas
Jpmorgan Short Duration Core Plus Fund Class I (JSDSX)
Add to/Remove from Watchlist
Add to Watchlist
9.12
+0.01
+0.11%
- Morningstar Rating:
- Total Assets: 1.59B
JPMorgan Short Duration High Yield Sel
9.12
+0.01
+0.11%
- Overview
- Profile
- Historical Data
- Holdings
Jpmorgan Short Duration Core Plus Fund Class I Overview
On this page you'll find an in-depth profile of Jpmorgan Short Duration Core Plus Fund Class I. Learn about the key management, total assets, investment strategy and contact information of JSDSX among other information.
Investment Strategy
The investment seeks total return, consistent with preservation of capital. The fund uses a multi-sector strategy in order to create a diversified portfolio that generates total return while managing risk. It principally invests in traditional fixed income sectors (for example, investment grade corporate bonds), while also having the flexibility to allocate its assets to extended sectors such as below investment grade securities (also known as high yield or junk bonds) and foreign and emerging markets debt.
Contact Information
Address
270 Park Avenue
London,NY EC2V 7EN
United Kingdom
London,NY EC2V 7EN
United Kingdom
Phone
1-800-480-4111
Fax
+1 646 534 2254
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kay Herr | Managing Director | 2023 | Now |
| Biography | Kay Herr, managing director, is the Associate Director of U.S. Equity Research and a portfolio manager of real estate securities in the U.S. Equity Group. An employee since 1999, Ms. Herr joined the U.S. Equity Group as a research analyst covering real estate securities in 2002 and became a portfolio manager in 2005. In addition to her portfolio management responsibilities, she was appointed Associate Director of Research at the end of 2011. Prior to joining the U.S. Equity Group, Ms. Herr covered consumer staple and cyclical sectors in the U.S. Fixed Income Credit Research Group. Before joining the firm, she was a credit research analyst with Prudential Securities. She holds a B.A. in economics from the University of Virginia and an M.B.A. with distinction from New York University Stern School of Business. She is also a CFA charterholder. | ||
| Cary J. Fitzgerald | Portfolio Manager | 2017 | Now |
| Biography | Cary Fitzgerald, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, Cary is the head of the Short Duration Team which is responsible for multi-sector investment strategies including short-core, short-core plus, short-custom solutions, and stable value. An employee since 2000, Cary previously worked on the Fixed Income Client Portfolio Management Team in the Private Bank and as an analyst within the Internal Consulting Services (ICS) Leadership Development Program. Cary holds a B.B.A. from the College of William and Mary. | ||
| Steven S. Lear | Managing Director | 2017 | 2024 |
| Biography | Mr. Lear is the U.S. Chief Investment Officer within the GFICC group. An employee since 2008. Mr. Lear is responsible for overseeing fixed income investment strategies in the U.S., including core plus, insurance, liability-driven investing and stable value. | ||
| Frederick A. Sabetta | Portfolio Manager | 2013 | 2018 |
| Biography | Sabetta has been an employee of JPMHYP since 2003 and JPMIA since March 2005. Prior to joining the high yield team, he was director, portfolio manager and head of private placements for Deutsche Asset Management and Scudder Kemper Investments, Inc. from March 1997 to February 2003 and vice president, portfolio manager and head of private placements for Aegon USA Investment Management Inc. from March 1993 to March 1997. Sabetta holds Chartered Fianancial Analyst designation. | ||
| James P. Shanahan | Managing Director | 2013 | 2017 |
| Biography | James P. Shanahan, Jr., managing director, is the Portfolio Manager who focuses on higher risk credits, including distressed and special situations investments in high yield mandates. Mr. Shanahan became an employee of J.P. Morgan Asset Management in March 2005 and prior to that time held the same role at Banc One High Yield Partners, LLC and Pacholder Associates, Inc. since 1986. Mr. Shanahan holds an Honors BA from Xavier University and a JD from the University of Cincinnati College of Law. | ||
| William J. Morgan | Managing Director | 2013 | 2017 |
| Biography | William J. Morgan, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Cincinnati, Bill is the team leader and senior portfolio manager for the Cincinnati High Yield team and is responsible for overseeing high yield, loans and distressed strategies. An employee since 1984, he held the same role at Banc One High Yield Partners, LLC and Pacholder Associates, Inc. Bill holds a B.A. in history from Kenyon College and an M.B.A from Xavier University. | ||
Write your thoughts about Jpmorgan Short Duration Core Plus Fund Class I
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review