JPMorgan Mutual Funds
JPMorgan Funds List
Stock funds typically invest in the common and preferred stock of publicly traded companies and are often focused on a segment or region of the market. Stock funds typically have the potential for larger absolute returns compared with bond funds.
1 to 25 of 203 Results
Name
|
Ticker
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Morningstar Category
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Morningstar Rating for Funds
Overall
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Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
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Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
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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 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 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 US Equity I | JUESX | Large Blend | 22.30% | 19 | 0.690% | Average | Institutional | $1.0 Mil | ||
JPMorgan US Equity L | JMUEX | Large Blend | 22.46% | 17 | 0.580% | Average | Retirement, Large | $3.0 Mil | ||
JPMorgan US Equity R3 | JUEPX | Large Blend | 22.10% | 20 | 0.940% | Low | Retirement, Medium | $0 | ||
JPMorgan US Equity R4 | JUEQX | Large Blend | 22.34% | 18 | 0.690% | Above Average | Retirement, Large | $0 | ||
JPMorgan US Equity R5 | JUSRX | Large Blend | 22.45% | 18 | 0.540% | Below Average | Retirement, Large | $0 | ||
JPMorgan US Equity R6 | JUEMX | Large Blend | 22.52% | 17 | 0.440% | Low | Retirement, Large | $15.0 Mil | ||
JPMorgan US Large Cap Core Plus A | JLCAX | Large Blend | 26.15% | 4 | 0.950% | Below Average | Front Load | $1,000 | ||
JPMorgan US Large Cap Core Plus C | JLPCX | Large Blend | 25.78% | 4 | 1.450% | Below Average | Level Load | $1,000 | ||
JPMorgan US Large Cap Core Plus I | JLPSX | Large Blend | 26.39% | 3 | 0.700% | Average | Institutional | $1.0 Mil | ||
JPMorgan US Large Cap Core Plus R2 | JLPZX | Large Blend | 25.75% | 4 | 1.400% | High | Retirement, 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
Category
Morningstar Rating™ for Funds
Percentile Rank