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JPMorgan Unconstrained Debt A (JSIAX)

9.64
+0.02
+(0.21%)
As of 8:06:25 AM EDT. Market Open.
Loading Chart for JSIAX
  • Previous Close 9.62
  • YTD Return 1.26%
  • Expense Ratio 0.90%
  • Category Nontraditional Bond
  • Last Cap Gain -15.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 1.19B
  • Beta (5Y Monthly) 0.42
  • Yield 4.59%
  • 5y Average Return --
  • Holdings Turnover 177.00%
  • Last Dividend 0.11
  • Inception Date Nov 1, 2011

Under normal circumstances, the fund invests at least 80% of its assets in debt investments. Debt investments include loan assignments and participations (Loans), commitments to purchase Loans, convertible securities, bonds, and all other types of debt securities and debt instruments. Debt investments also include money market investment companies. "Assets" means net assets plus the amount of borrowings for investment purposes.

JPMorgan

Fund Family

Nontraditional Bond

Fund Category

1.19B

Net Assets

2011-11-01

Inception Date

Performance Overview: JSIAX

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Trailing returns as of 4/16/2025. Category is Nontraditional Bond.

YTD Return

JSIAX
1.26%
Category
1.90%
 

1-Year Return

JSIAX
5.13%
Category
7.92%
 

3-Year Return

JSIAX
3.85%
Category
3.65%
 

5-Year Return

JSIAX
4.05%
Category
3.77%
 

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Holdings: JSIAX

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Sector Weightings

SectorJSIAX
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: JSIAX

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Research Reports: JSIAX

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