(JSCP) JPMorgan Short Duration - Ratings and Ratios

The JPMorgan Short Duration Core Plus ETF (NYSE ARCA: JSCP) is designed to provide exposure to a diversified portfolio of short-duration fixed income securities. Under normal market conditions, the fund allocates at least 70% of its net assets to investment-grade securities, as rated by a nationally recognized statistical rating organization (NRSRO), or to unrated securities deemed by the adviser to be of comparable quality. The fund maintains a strategic balance by limiting its exposure to below-investment-grade securities (or their unrated equivalents) to no more than 30% of net assets. Additionally, up to 25% of the funds net assets may be invested in foreign securities, including sovereign and agency debt, to enhance diversification and return potential.

The funds investment strategy focuses on optimizing yield while managing credit and interest rate risk. By maintaining a short duration profile, the fund seeks to mitigate sensitivity to interest rate fluctuations, making it suitable for investors seeking stable income with reduced volatility. The adviser actively monitors portfolio composition to ensure alignment with the funds investment objectives, leveraging both quantitative and qualitative analysis to select securities.