JPMorgan Mutual Funds
JPMorgan Funds List
1 to 25 of 526 Results
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