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

Bonds are best thought of as a loan a company has taken out with investors. Investors buy the bonds anticipating an interest payment from the company and ultimate payback of the amount borrowed. Bond funds buy multiple bonds in a portfolio and tend to focus on type of borrower such as local or national governments and corporations.

Share Class Type

1 to 25 of 113 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 Core Bond R6JCBUXIntermediate Core Bond4.28%120.340%Below AverageRetirement, Large$15.0 Mil
JPMorgan Mortgage-Backed Securities IOMBIXIntermediate Core Bond4.49%70.400%Below AverageInstitutional$1.0 Mil
JPMorgan Mortgage-Backed Securities R6JMBUXIntermediate Core Bond4.60%60.250%LowRetirement, Large$15.0 Mil
JPMorgan Core Bond IWOBDXIntermediate Core Bond4.06%210.500%Above AverageInstitutional$1.0 Mil
JPMorgan Core Bond R4JCBQXIntermediate Core Bond3.91%330.630%HighRetirement, Large$0
JPMorgan Core Bond R5JCBRXIntermediate Core Bond4.12%180.440%AverageRetirement, Large$0
JPMorgan Core Plus Bond IHLIPXIntermediate Core-Plus Bond4.79%220.460%AverageInstitutional$1.0 Mil
JPMorgan Core Plus Bond R6JCPUXIntermediate Core-Plus Bond4.99%150.380%Below AverageRetirement, Large$15.0 Mil
JPMorgan Corporate Bond ICBFSXCorporate Bond5.26%210.500%Below AverageInstitutional$1.0 Mil
JPMorgan Corporate Bond R6CBFVXCorporate Bond5.34%140.400%Below AverageRetirement, Large$15.0 Mil
JPMorgan Global Bond Opportunities AGBOAXMultisector Bond3.99%940.900%LowFront Load$1,000
JPMorgan Global Bond Opportunities IGBOSXMultisector Bond4.28%910.650%AverageInstitutional$1.0 Mil
JPMorgan Global Bond Opportunities R6GBONXMultisector Bond4.29%910.500%Below AverageRetirement, Large$15.0 Mil
JPMorgan Government Bond IHLGAXIntermediate Government—3.31%280.450%AverageInstitutional$1.0 Mil
JPMorgan Government Bond R6OGGYXIntermediate Government—3.53%90.300%LowRetirement, Large$15.0 Mil
JPMorgan Income AJGIAXMultisector Bond—6.87%370.650%LowFront Load$1,000
JPMorgan Income IJMSIXMultisector Bond—7.08%320.400%LowInstitutional$1.0 Mil
JPMorgan Income R6JMSFXMultisector Bond—7.08%330.390%LowRetirement, Large$15.0 Mil
JPMorgan Mortgage-Backed Securities AOMBAXIntermediate Core Bond4.24%120.650%LowFront Load$1,000
JPMorgan National Municipal Income R6JITZXMuni National Interm—3.00%400.300%LowRetirement, Large$15.0 Mil
JPMorgan New York Tax Free Bond IJNYIXMuni New York Intermediate—2.27%450.450%Below AverageInstitutional$1.0 Mil
JPMorgan New York Tax Free Bond R6VINRXMuni New York Intermediate—2.34%310.350%Below AverageRetirement, Large$15.0 Mil
JPMorgan Short Duration Bond R6JSDUXShort-Term Bond4.59%500.280%LowRetirement, Large$15.0 Mil
JPMorgan Short Duration Core Plus IJSDSXShort-Term Bond4.96%260.390%Below AverageInstitutional$1.0 Mil
JPMorgan Short Duration Core Plus R6JSDRXShort-Term Bond5.01%220.330%Below AverageRetirement, 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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