# Portfolio overlap — JSDCX vs DTRIX Comparing **JPMorgan Short Duration Core Plus Fund** (2026-02-28) and **Nomura Limited-Term Diversified Income Fund** (2026-03-31). - Shared positions: 38 - JPMorgan Short Duration Core Plus Fund covered by Nomura Limited-Term Diversified Income Fund: 0.09966072082024591314537814451 - Nomura Limited-Term Diversified Income Fund covered by JPMorgan Short Duration Core Plus Fund: 0.09966072082024591314537814451 ## JPMorgan Short Duration Core Plus Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | US TREASURY N/B | 0.082860 | ✓ | | US TREASURY N/B | 0.029853 | | | US TREASURY N/B | 0.023931 | | | US TREASURY N/B | 0.012405 | | | US TREASURY N/B | 0.012370 | | | JPMorgan Prime Money Market Fund, IM Shares | 0.009769 | | | US TREASURY N/B | 0.009032 | | | Freddie Mac REMICS | 0.008642 | | | FHLMC UMBS, 30 Year | 0.007510 | | | FHLMC UMBS, 30 Year | 0.007305 | | | US TREASURY N/B | 0.006941 | | | US TREASURY N/B | 0.006893 | | | FNMA, REMIC, Series 2025-51, Class A | 0.006382 | | | FNMA, REMIC, Series 2022-42, Class EA | 0.006220 | | | US TREASURY N/B | 0.006220 | | | FR SD8343 | 0.005238 | | | FHLMC, REMIC, Series 5551, Class BA | 0.005090 | | | GOLDMAN SACHS GP | 0.004193 | | | Government National Mortgage Association REMICS | 0.004045 | | | GNMA, Series 2024-151, Class HB | 0.004038 | | | US TREASURY N/B | 0.004036 | | | FR SD8342 | 0.003669 | | | FNMA, REMIC, Series 2025-62, Class CA | 0.003625 | | | Freddie Mac Pool | 0.003623 | | | FN MA5216 | 0.003580 | | | BPCE SA REGD V/R 144A P/P 5.71600000 | 0.003574 | | | GNMA, Series 2024-110, Class LC | 0.003573 | | | CAN IMPERIAL BK | 0.003518 | | | CRBG 4.55 01/09/31 144A | 0.003452 | | | FNCL 6 3/24 | 0.003384 | | | FNMA, REMIC, Series 2025-22, Class BA | 0.003359 | | | ORACLE CORP | 0.003323 | ✓ | | LLOYDS BK GR PLC | 0.003111 | | | Credit Agricole S.A. | 0.003105 | | | Government National Mortgage Association | 0.003094 | | | Equitable America Global Funding | 0.003006 | | | CAPITAL ONE FINL | 0.002985 | | | RCKT MORTGAGE TRUST 2026-CES2 4.762% 02/01/2056 144A | 0.002984 | | | Freddie Mac Pool | 0.002978 | | | BARCLAYS PLC | 0.002952 | | | FNMA, REMIC, Series 2024-20, Class MA | 0.002947 | | | FHLMC UMBS, 30 Year | 0.002911 | | | US TREASURY N/B | 0.002884 | | | CITIGROUP INC | 0.002838 | | | FNMA, REMIC, Series 2025-66, Class LA | 0.002835 | | | Lendmark Funding Trust, Series 2025-2A, Class A | 0.002834 | | | Uniform Mortgage-Backed Securities | 0.002796 | | | BANQ FED CRD MUT | 0.002794 | | | MPLX L.P. | 0.002785 | | | CNO GLOBAL FUNDING SECURED 144A 09/29 4.95 | 0.002756 | | ## Nomura Limited-Term Diversified Income Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | US TREASURY N/B | 0.133706 | ✓ | | US TREASURY N/B | 0.087376 | ✓ | | US TREASURY N/B | 0.057726 | | | US TREASURY N/B | 0.021341 | | | US TREASURY N/B | 0.017863 | | | FORDF 2024-1 A1 | 0.016329 | | | PFS Financing Corp., Series 2025-A, Class A | 0.016242 | | | US TREASURY N/B | 0.016203 | | | TOYOTA AUTO LOAN EXTENDED NOTE TRUST 2022-1 3.82% 04/25/2035 144A | 0.012863 | | | Honeywell Aerospace Inc | 0.011917 | | | ABBOTT LABS | 0.010805 | | | FORDO 2024-B A3 | 0.010197 | | | U.S. Treasury Floating Rate Notes | 0.009718 | | | HYUNDAI AUTO RECEIVABLES TRUST HART 2025 D A2A | 0.009687 | | | GE VERNOVA INC | 0.009396 | | | Magnetite LI Ltd | 0.008453 | | | TAOT 2024-C A4 | 0.008156 | | | KKR FINANCIAL CLO LTD KKR 2022 41A A1 144A | 0.008073 | | | AT&T INC | 0.007193 | | | Sound Point CLO XXV Ltd | 0.007030 | | | VZMT 2024-3 A1A 5.34% 04-22-30 | 0.006542 | | | FORDR 2023-1 A 144A 4.85% 08-15-35 | 0.006524 | | | GMF FLOORPLAN OWNER REVOLVING TRUST SER 2024-1A CL A1 REGD 144A P/P 5.13000000 | 0.006513 | | | NMOTR 2024-B A | 0.006501 | | | TRESTLES CLO V Ltd., Series 2021-5A, Class A1R | 0.006454 | | | FLATIRON CLO 31 LTD A1 TSFR3M+120 01/18/2039 144A | 0.006441 | | | T-MOBILE USA INC | 0.006434 | | | EATON CORP | 0.006143 | | | CyrusOne Data Centers Issuer I LLC, Series 2024-2A, Class A2 | 0.006120 | | | SDART 2025-1 D | 0.006118 | | | Magnetite XL Ltd., Series 2024-40A, Class A1 | 0.005654 | | | VWALT 2024-A A3 | 0.005639 | | | GOLDMAN SACHS GP | 0.005282 | | | CITIZENS BANK NA | 0.005183 | | | AerCap Ireland Capital Designated Activity Company | 0.005169 | | | Wheels Fleet Lease Funding LLC, Series 2024-3A, Class A1 | 0.005116 | | | NOVARTIS CAPITAL | 0.004999 | | | NextGear Floorplan Master Owner Trust | 0.004861 | | | CBAM Ltd., Series 2020-13A, Class A | 0.004842 | | | BANK OF AMERICA CORP REGD V/R /PERP/ 6.25000000 | 0.004615 | | | AMAZON.COM INC | 0.004536 | | | Anglo American Capital PLC | 0.004399 | | | Cyprium Corp / Cyprium Holdings Luxembourg Sarl | 0.004044 | | | GREATAMERICA LEASING RECEIVABL GALC 2024 1 A3 144A | 0.003943 | | | FREMF 2015-KF12 Mortgage Trust | 0.003936 | | | VERUS SECURITIZATION TRUST VERUS 2023 6 A1 144A | 0.003884 | | | STACR 2025-DNA1 M2 | 0.003783 | | | VFET 2026-1A A3 | 0.003649 | | | Freddie Mac REMICS | 0.003582 | | | CCO Holdings, LLC/CCO Holdings Capital Corp. | 0.003576 | | ## Sources - N-PORT (fund A) — accession `0002071691-26-009316` (as of 2026-02-28) - N-PORT (fund B) — accession `0000940400-26-021605` (as of 2026-03-31) --- _Informational only — not investment advice. 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