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
Passive funds don’t try to beat the market or an index by buying and selling different securities. A passive fund simply structures its portfolio to mimic that of an index portfolio, providing investors a way to invest and gain exposure to that specific part of the market. These funds tend to have lower relative costs compared with actively managed offerings.
Share Class Type
1 to 4 of 4 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 Equity Index A | OGEAX | Large Blend | 21.47% | 32 | 0.450% | Low | Front Load | $1,000 | ||
| JPMorgan Equity Index I | HLEIX | Large Blend | 21.69% | 27 | 0.200% | Low | Institutional | $1.0 Mil | ||
| JPMorgan Equity Index R6 | OGFAX | Large Blend | 21.83% | 24 | 0.045% | Low | Retirement, Large | $15.0 Mil | ||
| JPMorgan Equity Index C | OEICX | Large Blend | 20.91% | 39 | 1.130% | Low | Level 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
United States