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

Allocation funds tend to focus on some balance of stocks, bonds, and cash in a single portfolio, providing a potential one-stop option for the main part of an investor’s portfolio. Asset class levels as well as market focus will vary across the offerings.

Share Class Type

1 to 25 of 187 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 Investor Growth AONGAXAggressive Allocation16.02%270.970%Below AverageFront Load$500
JPMorgan Investor Growth IONIFXAggressive Allocation16.22%230.740%Below AverageInstitutional$1.0 Mil
JPMorgan Investor Growth R6JFTUXAggressive Allocation16.48%180.500%LowRetirement, Large$15.0 Mil
JPMorgan Diversified R6JDVZXModerate Allocation12.34%400.580%AverageRetirement, Large$15.0 Mil
JPMorgan Investor Conservative Growth R6JFLJXModerately Conservative Allocation8.73%550.440%Below AverageRetirement, Large$15.0 Mil
JPMorgan Investor Growth & Income AONGIXModerate Allocation13.57%240.950%Below AverageFront Load$500
JPMorgan Investor Growth & Income IONGFXModerate Allocation13.75%230.720%AverageInstitutional$1.0 Mil
JPMorgan Investor Growth & Income R6JFBUXModerate Allocation13.96%210.470%Below AverageRetirement, Large$15.0 Mil
JPMorgan Investor Growth COGGCXAggressive Allocation15.53%411.500%Below AverageLevel Load$500
JPMorgan SmartRetirement® 2035 R6SRJYXTarget-Date 203513.94%100.390%AverageRetirement, Large$0
JPMorgan SmartRetirement® 2040 R6SMTYXTarget-Date 204015.13%240.400%Below AverageRetirement, Large$0
JPMorgan SmartRetirement® Blend Inc R5JIBBXTarget-Date Retirement9.71%70.290%Below AverageRetirement, Large$0
JPMorgan SmartRetirement® Blend Inc R6JIYBXTarget-Date Retirement9.76%50.190%LowRetirement, Large$15.0 Mil
JPMorgan SmartRetirement® Income IJSRSXTarget-Date Retirement9.69%80.570%HighInstitutional$1.0 Mil
JPMorgan SmartRetirement® Income R4JSIQXTarget-Date Retirement9.63%90.590%HighRetirement, Large$0
JPMorgan SmartRetirement® Income R5JSIIXTarget-Date Retirement9.74%60.440%Above AverageRetirement, Large$0
JPMorgan SmartRetirement® Income R6JSIYXTarget-Date Retirement9.88%40.340%AverageRetirement, Large$0
JPMorgan Diversified AJDVAXModerate Allocation11.96%470.960%Below AverageFront Load$1,000
JPMorgan Diversified CJDVCXModerate Allocation11.60%551.460%Below AverageLevel Load$1,000
JPMorgan Diversified IJDVSXModerate Allocation12.26%410.710%AverageInstitutional$1.0 Mil
JPMorgan Diversified LJPDVXModerate Allocation12.27%410.650%AverageRetirement, Large$3.0 Mil
JPMorgan Global Allocation AGAOAXGlobal Allocation11.59%311.030%Below AverageFront Load$1,000
JPMorgan Global Allocation CGAOCXGlobal Allocation11.13%391.530%LowLevel Load$1,000
JPMorgan Global Allocation IGAOSXGlobal Allocation11.79%270.780%Below AverageInstitutional$1.0 Mil
JPMorgan Global Allocation R2GAONXGlobal Allocation11.23%351.400%AverageRetirement, Medium$0

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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