JPMorgan Mutual Funds
JPMorgan Funds List
The more adventurous sibling of passive funds. Active funds attempt to outpace peers and their relative market benchmark through the active selection and review of securities. These funds tend to have higher relative costs compared with passive offerings.
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Name
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Ticker
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Morningstar Category
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Morningstar Rating for Funds
Overall
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Morningstar Sustainability Rating
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Total Return
YTD
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Total Return Rank in Category
YTD
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Adjusted Expense Ratio
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Fee Level
Distribution
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Share Class Type
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Minimum Initial Investment
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JPMorgan Core Bond R6 | JCBUX | Intermediate Core Bond | 4.28% | 12 | 0.340% | Below Average | Retirement, Large | $15.0 Mil | ||
JPMorgan Growth Advantage A | VHIAX | Large Growth | 24.15% | 39 | 1.040% | Average | Front Load | $1,000 | ||
JPMorgan Growth Advantage I | JGASX | Large Growth | 24.34% | 36 | 0.790% | Above Average | Institutional | $1.0 Mil | ||
JPMorgan Growth Advantage R5 | JGVRX | Large Growth | 24.47% | 34 | 0.650% | Average | Retirement, Large | $0 | ||
JPMorgan Growth Advantage R6 | JGVVX | Large Growth | 24.58% | 33 | 0.550% | Below Average | Retirement, Large | $15.0 Mil | ||
JPMorgan Hedged Equity A | JHQAX | Options Trading | 16.15% | 13 | 0.830% | Low | Front Load | $1,000 | ||
JPMorgan Hedged Equity I | JHEQX | Options Trading | 16.38% | 10 | 0.580% | Low | Institutional | $1.0 Mil | ||
JPMorgan Hedged Equity R5 | JHQPX | Options Trading | 16.55% | 8 | 0.430% | Below Average | Retirement, Large | $0 | ||
JPMorgan Hedged Equity R6 | JHQRX | Options Trading | 16.63% | 7 | 0.330% | Low | Retirement, Large | $15.0 Mil | ||
JPMorgan Investor Growth A | ONGAX | Aggressive Allocation | 16.02% | 27 | 0.970% | Below Average | Front Load | $500 | ||
JPMorgan Investor Growth I | ONIFX | Aggressive Allocation | 16.22% | 23 | 0.740% | Below Average | Institutional | $1.0 Mil | ||
JPMorgan Investor Growth R6 | JFTUX | Aggressive Allocation | 16.48% | 18 | 0.500% | Low | Retirement, Large | $15.0 Mil | ||
JPMorgan Large Cap Growth A | OLGAX | Large Growth | 27.02% | 17 | 0.940% | Below Average | Front Load | $1,000 | ||
JPMorgan Large Cap Growth C | OLGCX | Large Growth | 26.52% | 20 | 1.440% | Low | Level Load | $1,000 | ||
JPMorgan Large Cap Growth I | SEEGX | Large Growth | 27.25% | 16 | 0.690% | Average | Institutional | $1.0 Mil | ||
JPMorgan Large Cap Growth R2 | JLGZX | Large Growth | 26.78% | 19 | 1.190% | Average | Retirement, Medium | $0 | ||
JPMorgan Large Cap Growth R3 | JLGPX | Large Growth | 26.99% | 18 | 0.940% | Low | Retirement, Medium | $0 | ||
JPMorgan Large Cap Growth R4 | JLGQX | Large Growth | 27.25% | 16 | 0.690% | Above Average | Retirement, Large | $0 | ||
JPMorgan Large Cap Growth R5 | JLGRX | Large Growth | 27.41% | 16 | 0.540% | Below Average | Retirement, Large | $0 | ||
JPMorgan Large Cap Growth R6 | JLGMX | Large Growth | 27.49% | 15 | 0.440% | Low | Retirement, Large | $15.0 Mil | ||
JPMorgan Mortgage-Backed Securities I | OMBIX | Intermediate Core Bond | 4.49% | 7 | 0.400% | Below Average | Institutional | $1.0 Mil | ||
JPMorgan Mortgage-Backed Securities R6 | JMBUX | Intermediate Core Bond | 4.60% | 6 | 0.250% | Low | Retirement, Large | $15.0 Mil | ||
JPMorgan U.S. GARP Equity R5 | JGIRX | Large Growth | 27.06% | 17 | 0.440% | Low | Retirement, Large | $0 | ||
JPMorgan U.S. GARP Equity R6 | JGISX | Large Growth | 27.17% | 16 | 0.340% | Low | Retirement, Large | $15.0 Mil | ||
JPMorgan US Equity A | JUEAX | Large Blend | 22.08% | 21 | 0.940% | Below Average | Front Load | $1,000 |
JPMorgan Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank