JPMorgan Limited Duration Bond Fund (JUSUX) Research

This fund primarily invests in a variety of debt instruments, including mortgage-backed securities (MBS), asset-backed securities (ABS), and other mortgage-related and structured investments. It also allocates capital to adjustable-rate mortgages and shorter-term money market instruments. A significant portion of its assets, specifically at least 80%, will consistently be dedicated to bonds. The fund generally aims to keep its portfolio duration at three years or less, though under certain market conditions, such as periods of high volatility in interest rates and credit spreads, its duration may temporarily extend beyond this target.

Market snapshot

Symbol
JUSUX
Price
$9.68
Day change
+0.10%
Market cap
$1.0B
52-week range
9.59-9.76
Sector
Financial Services
Industry
Asset Management - Bonds

Peer companies

  • Columbia Thermostat Fund (CTFAX)
  • BNY Mellon Municipal Bond Fund (DRTAX)
  • Fidelity Export and Multinational Fund (FEXPX)
  • Fidelity International Enhanced Index Fund (FIENX)
  • JPMorgan Tax Aware Equity Fund (JPDEX)
  • Nuveen Preferred Securities Income Fund (JPS)
  • Victory Munder Mid-Cap Core Growth Fund (MGOAX)
  • BlackRock Municipal Income Fund, Inc. (MUI)

Open JPMorgan Limited Duration Bond Fund (JUSUX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.