JPMorgan Funds List | Morningstar

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JPMorgan Funds List

Investors who are interested in environment, social, and governance issues should consider funds that are aligned with these principles. Sustainable funds proport to use ESG principles as part of their investment objective. Funds scoring a Sustainability Rating of 4 or 5 globes are highlighted here.

Share Class Type

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

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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.

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Category

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

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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.

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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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