Morningstar

JPMorgan Mutual Funds

View all of JPMorgan’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

JPMorgan Funds List

Alternative funds typically invest in securities other than common stocks and bonds. Funds in this group can take varied approaches, focusing on areas such as options, futures, swaps as well as betting against areas of the market through shorting. Typically, alternative funds are utilized for their potential diversification benefits alongside equity and bond funds.

Share Class Type

1 to 23 of 23 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
JPMorgan Hedged Equity AJHQAXOptions Trading16.15%130.830%LowFront Load$1,000
JPMorgan Hedged Equity IJHEQXOptions Trading16.38%100.580%LowInstitutional$1.0 Mil
JPMorgan Hedged Equity R5JHQPXOptions Trading16.55%80.430%Below AverageRetirement, Large$0
JPMorgan Hedged Equity R6JHQRXOptions Trading16.63%70.330%LowRetirement, Large$15.0 Mil
JPMorgan Hedged Equity CJHQCXOptions Trading15.76%161.330%LowLevel Load$1,000
JPMorgan Research Market Neutral AJMNAXEquity Market Neutral8.65%590.950%LowFront Load$1,000
JPMorgan Research Market Neutral IJMNSXEquity Market Neutral10.71%490.690%LowInstitutional$1.0 Mil
JPMorgan Hedged Equity 2 AJHDAXOptions Trading15.70%160.850%LowFront Load$1,000
JPMorgan Hedged Equity 2 CJHDCXOptions Trading15.29%191.350%LowLevel Load$1,000
JPMorgan Hedged Equity 2 IJHQDXOptions Trading15.90%150.600%LowInstitutional$1.0 Mil
JPMorgan Hedged Equity 2 R5JHDFXOptions Trading16.01%150.450%AverageRetirement, Large$0
JPMorgan Hedged Equity 2 R6JHDRXOptions Trading16.16%130.350%LowRetirement, Large$15.0 Mil
JPMorgan Hedged Equity 3 AJHTAXOptions Trading14.77%260.850%LowFront Load$1,000
JPMorgan Hedged Equity 3 CJHTCXOptions Trading14.41%281.350%LowLevel Load$1,000
JPMorgan Hedged Equity 3 IJHQTXOptions Trading15.04%200.600%LowInstitutional$1.0 Mil
JPMorgan Hedged Equity 3 R5JHTGXOptions Trading15.20%190.450%AverageRetirement, Large$0
JPMorgan Hedged Equity 3 R6JHTRXOptions Trading15.22%190.350%LowRetirement, Large$15.0 Mil
JPMorgan Research Market Neutral CJMNCXEquity Market Neutral8.18%621.450%LowLevel Load$1,000
JPMorgan International Hedged Equity AJIHAXOptions Trading10.58%640.850%LowFront Load$1,000
JPMorgan International Hedged Equity CJIHCXOptions Trading10.18%661.350%LowLevel Load$1,000
JPMorgan International Hedged Equity IJIHIXOptions Trading10.76%630.600%LowInstitutional$1.0 Mil
JPMorgan International Hedged Equity R5JIHYXOptions Trading10.94%610.450%AverageRetirement, Large$0
JPMorgan International Hedged Equity R6JIHRXOptions Trading11.00%600.350%LowRetirement, Large$15.0 Mil

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

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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