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JPMorgan Limited Duration Bond I HLGFX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
10.15  /  0.00
Total Assets
1.4 Bil
Adj. Expense Ratio
0.450%
Expense Ratio
0.450%
Fee Level
Average
Longest Manager Tenure
26.06 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.04%
Effective Duration
1.68 years

USD | NAV as of Sep 22, 2021 | 1-Day Return as of Sep 22, 2021, 11:04 PM GMT+00:00

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Morningstar’s Analysis

Will HLGFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HLGFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the HLGFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

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The Parent Pillar is our rating of HLGFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A fine securitized-focused option at the short-end of the curve.

Analyst

Summary

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JPMorgan Limited Duration Bond benefits from the collaborative efforts of an experienced group of securitized specialists. Those advantages are enough to award the strategy’s cheapest share class a Morningstar Analyst Rating of Silver, while its more expensive share classes earn a Bronze or Neutral.

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