OTC · Asset Management - Bonds

JPMorgan Limited Duration Bond Fund (JUSUX) Stock

$9.68 +0.10% OTC: JUSUX Financial Services

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.

Valuation

MetricValue
Price$9.68
Market Cap$1.01B
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$9.76
52-Week Low$9.59
Dividend Yield

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Latest News

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Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y-0.92%
Return 3Y
Return 5Y

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
CTFAXColumbia Thermostat Fund $18.72 +0.16% $1.26B 0.86%
DRTAXBNY Mellon Municipal Bond Fund $10.86 +0.00% $912.01M 0.00%
FEXPXFidelity Export and Multinational Fund $21.93 +0.23% $1.12B 0.00%
FIENXFidelity Covington Trust - Fidelity Enhanced International ETF $10.14 +1.30% $1.32B 0.00%
JPDEXJPMorgan Tax Aware Equity Fund $41.61 +0.00% $798.12M 0.00%

About JPMorgan Limited Duration Bond Fund

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.

JPMorgan Limited Duration Bond Fund (JUSUX) stock trades at $9.68 with a market capitalization of $1.01B. Over the past 52 weeks the stock has ranged between $9.59 and $9.76, and currently trades at its 52-week high.

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