HLLVX Alternatives & Similar Mutual Funds

JPMorgan Short Duration Bond Fund (HLLVX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HLLVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to HLLVX

HLLVX charges 0.34% annually. There are 24 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	HLLVX vs VIITX
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	HLLVX vs VISTX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	HLLVX vs FUMBX
VBIRX	Vanguard Short-Term Bond Index Fund Admiral Shares	0.06%	69.90B	Nov 2001	HLLVX vs VBIRX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	HLLVX vs SWSBX

Best Risk-Adjusted Alternatives to HLLVX

HLLVX has a PortfoliosLab risk / return rank of 59. There are 75 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	100	—	Jun 1996	HLLVX vs DFCFX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	HLLVX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	HLLVX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	HLLVX vs DHEAX
DLDFX	Destinations Low Duration Fixed Income Fund	98	—	Mar 2017	HLLVX vs DLDFX

Top Performing HLLVX Alternatives (YTD)

HLLVX is at 0.43% YTD. There are 101 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 7.99%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	7.99%	—	Apr 2011	HLLVX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.90%	—	Jul 2005	HLLVX vs LCCMX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	2.50%	—	Jul 2016	HLLVX vs DHEIX
DFAIX	DFA Short-Duration Real Return Portfolio	2.38%	—	Nov 2013	HLLVX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	2.33%	—	Jul 2016	HLLVX vs DHEAX

Lowest Volatility Alternatives to HLLVX

HLLVX has 1.39% 1-year volatility. There are 18 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.73%.

Symbol	Name	Volatility 1Y	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	0.73%	—	Jun 1996	HLLVX vs DFCFX
GPICX	GuidepathConservative Income Fund	0.79%	—	Apr 2018	HLLVX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.04%	—	Jul 2016	HLLVX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.09%	—	Jul 2016	HLLVX vs DHEAX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.14%	—	Mar 2009	HLLVX vs DFEQX

Lowest Drawdown Alternatives to HLLVX

HLLVX has a 1-year max drawdown of -1.09%. There are 31 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	-0.21%	—	Jun 1996	HLLVX vs DFCFX
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	HLLVX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	HLLVX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	HLLVX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	HLLVX vs DHEIX

Other Mutual Funds from JPMorgan

The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	9	0.66%	—	Nov 2010	HLLVX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	9	0.51%	—	Feb 1992	HLLVX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	9	0.37%	—	Feb 1994	HLLVX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	33	4.24%	—	Aug 2018	HLLVX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	94	17.84%	—	Jul 1987	HLLVX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Equity Hedged	25	0.22%	—	Dec 2013	HLLVX vs JHEQX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	73	1.24%	—	Jun 2014	HLLVX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	26	5.55%	—	Sep 1993	HLLVX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	34	4.84%	—	Aug 2018	HLLVX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	11	0.82%	—	Oct 1999	HLLVX vs VHIAX

Often Compared With HLLVX

Investors most often compare HLLVX with VBTLX, SNSAX, CMFIX. These 18 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VBTLX	Vanguard Total Bond Market Index Fund Admiral Shar...	Total Bond Market	10	-0.70%	398.10B	Nov 2001	HLLVX vs VBTLX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	93	2.33%	—	Nov 2003	HLLVX vs SNSAX
CMFIX	CM Advisors Fixed Income Fund	Short-Term Bond	57	1.89%	—	Mar 2006	HLLVX vs CMFIX
VBISX	Vanguard Short-Term Bond Index Fund	Short-Term Bond	25	0.10%	—	Mar 1994	HLLVX vs VBISX
DBLSX	DoubleLine Low Duration Bond Fund	Short-Term Bond	95	1.13%	—	Sep 2011	HLLVX vs DBLSX
WAGA.PA	Waga Energy SA		55	-5.71%	—	—	HLLVX vs WAGA.PA
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	HLLVX vs STBFX
ABCA.PA	ABC arbitrage SA		18	-1.90%	—	—	HLLVX vs ABCA.PA
HOBEX	Holbrook Income Fund	Short-Term Bond	96	1.98%	—	Jul 2016	HLLVX vs HOBEX
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	90	1.35%	—	Dec 2020	HLLVX vs TSDLX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	Short-Term Bond	60	0.63%	—	Aug 2015	HLLVX vs TNSHX
GC=F	Gold Futures		0	-4.37%	—	—	HLLVX vs GC=F
INDA	iShares MSCI India ETF	India Equities, Asia Pacific Equities	7	-6.51%	6.56B	Feb 2012	HLLVX vs INDA
VLUE	iShares MSCI USA Value Factor ETF	Large Cap Value Equities	97	45.95%	9.07B	Apr 2013	HLLVX vs VLUE
XSEN.L	Xtrackers MSCI USA Energy UCITS ETF 1D	Energy Equities	49	30.71%	96.09M	Sep 2017	HLLVX vs XSEN.L
LDO.MI	Leonardo S.p.A.		58	16.38%	—	—	HLLVX vs LDO.MI
BATAX	BlackRock Allocation Target Shares Series A Portfo...	Short-Term Bond	97	2.11%	—	Sep 2015	HLLVX vs BATAX
DLSNX	DoubleLine Low Duration Bond Fund Class N	Short-Term Bond	93	1.01%	—	Sep 2011	HLLVX vs DLSNX

Compare HLLVX with Any Fund or Stock

Compare HLLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair HLLVX with funds that move differently

JPMorgan Short Duration Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HLLVX.

Explore HLLVX Diversifiers

JPMorgan Short Duration Bond Fund (HLLVX) Alternatives