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Jpmorgan Short Duration Bond Fund Class I (HLLVX)

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10.81 +0.01    +0.09%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.92B
Type:  Fund
Market:  United States
Issuer:  JPMorgan
Asset Class:  Bond
JPMorgan Short Duration Bond Select 10.81 +0.01 +0.09%

HLLVX Overview

 
On this page you'll find an in-depth profile of Jpmorgan Short Duration Bond Fund Class I. Learn about the key management, total assets, investment strategy and contact information of HLLVX among other information.
Category

Short-Term Bond

Total Assets

1.92B

Expenses

0.33%

Inception Date

33120

Investment Strategy

The investment seeks current income consistent with preservation of capital through investment in high- and medium-grade fixed income securities. Under normal circumstances, the fund invests at least 80% of its assets in bonds. It may principally invest in U.S. treasury obligations, U.S. government agency securities, corporate bonds, asset-backed securities, mortgage-backed securities, mortgage-related securities, and structured instruments. The effective average weighted maturity ordinarily will be three years or less.

Contact Information

Address 270 Park Avenue
London,NY EC2V 7EN
United Kingdom
Phone 1-800-480-4111
Fax +1 646 534 2254

Top Executives

Name Title Since Until
Cary J. Fitzgerald Portfolio Manager 2019 Now
Biography Cary Fitzgerald, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, Cary is the head of the Short Duration Team which is responsible for multi-sector investment strategies including short-core, short-core plus, short-custom solutions, and stable value. An employee since 2000, Cary previously worked on the Fixed Income Client Portfolio Management Team in the Private Bank and as an analyst within the Internal Consulting Services (ICS) Leadership Development Program. Cary holds a B.B.A. from the College of William and Mary.
Toby Maczka Portfolio Manager 2019 Now
Biography Toby Maczka, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Toby is a portfolio manager on the Short Duration Team which is responsible for multi-sector investment strategies including short-core, short-core plus, short-custom solutions, and stable value. An employee since 2002, Toby previously was a corporate credit analyst with the firm, and at AEP Energy Services. Toby holds a B.A. in business administration from Taylor University, an M.B.A. from The Ohio State University and is a CFA charterholder.
Susan Parekh - 2016 2019
Biography Parekh is a portfolio manager with Banc One Investment Advisors.
Gregg F. Hrivnak Portfolio Manager, Trader 2006 2019
Biography Gregg Hrivnak is a Managing Director and CFA charterholder. An employee of JPMIM or predecessor firms since 1989, Mr. Hrivnak has been part of the portfolio management team for the Fund since June 2005 and was previously a fixed income research analyst for the Taxable Bond Team responsible for asset-backed securities. He is currently a portfolio manager and trader in the Global Fixed Income, Currency & Commodities (GFICC) group.
Richard D. Figuly Portfolio Manager 2006 2019
Biography Richard Figuly, Managing Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Rick is a portfolio manager for the U.S. Value Driven team and is responsible for managing institutional taxable bond portfolios. An employee since 1993, Rick previously served as a fixed income trader trading all taxable fixed income securities while specializing in structured products. Prior to joining the firm, Rick was a fiduciary tax accountant at the Bank One Ohio Trust Company. Rick is also a retired Major of the Ohio Army National Guard. He holds a B.S. in finance from The Ohio State University.
Management Team - 2005 2005
Biography Team Managed
Tim Eisel Portfolio Manager 1999 2005
Biography Eisel is a portfolio manager with Banc One Investment Advisors.
Mark M. Jackson Portfolio Manager 1996 2005
Biography Mark serves as a Portfolio Manager for Diamond Hill Capital Management and joined the firm in 2016. Prior to joining Diamond Hill, Mark was Managing Director and Portfolio Manager at J.P. Morgan Asset Management from 1996 to 2016. From 1993 to 1995, he was a Portfolio Manager for Alexander Hamilton Life Insurance Company. From 1985 to 1993, Mark was a Portfolio Manager for Public Employees Retirement System of Ohio. Mark has a Bachelor of Science in Finance from Miami University.
Mark Byers Portfolio Manager 1996 2005
Biography Byers is a portfolio manager with Banc One Investment Advisors.
Gary J. Madich CIO (Chief Investment Officer) 1995 2005
Biography Madich is the chief investment officer for the Columbus Fixed Income Securities Group responsible for overseeing all fixed income investment management, . An employee of JPMorgan Investment Advisors Inc. (JPMIA) since 1995, he is a member of JPMorgan Asset Managements Americas Executive Committee and serves as chairman of the Columbus Fixed Income Policy and Asset Allocation Committees. Madich holds the Chartered Financial Analyst designation.
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