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J.P. Morgan Asset Management is one of the world's largest investment management companies with around $1.7 trillion of assets under management. The eighth-largest mutual fund firm of the U.S. seeks to provide the best investment solutions to its clients.
As one of the leaders of the U.S. equity fund flows, JP Morgan offers financial services all over the world through offices in 38 countries including the U.S., China and India. It takes pride in introducing innovative, inflation-protected municipal products.
JPMorgan Intrepid Value A (JIVAX - Free Report) invests the majority of its assets in equity securities of large and mid-cap companies. Large-cap companies are those with a market capitalization of over $10 billion at the time of purchase, while mid-cap companies are those having market capitalization between $1 billion and $10 billion at the time of purchase. JPMorgan Intrepid Value A has a three-year annualized return of 7.5%.
JIVAX has an expense ratio of 0.86% compared to the category average of 1.11%.
JPMorgan Large Cap Value A (OLVAX - Free Report) seeks capital appreciation. OLVAX invests a major portion of its assets in securities of large-cap companies that include common stocks, debt and preferred stocks that can be converted to common stocks. Large-cap companies are those that have market capitalization equivalent to those listed on the Russell 1000 Value Index at the time of purchase. OLVAX offers dividends quarterly and capital gains annually. JPMorgan Large Cap Value A has a three-year annualized return of 10%.
Scott Blasdell is the fund manager since 2013.
JPMorgan Disciplined Equity A (JDEAX - Free Report) invests a large portion of its assets in equity securities. JDEAX invests in common stocks of domestic companies having market capitalization similar to those listed on the S&P 500 Index. JDEAX distributes dividends and capital gains, if any, quarterly. JPMorgan Disciplined Equity A seeks high total return and has a three-year annualized return of 10%.
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Buy 3 Top-Rated JP Morgan Mutual Funds Now
J.P. Morgan Asset Management is one of the world's largest investment management companies with around $1.7 trillion of assets under management. The eighth-largest mutual fund firm of the U.S. seeks to provide the best investment solutions to its clients.
As one of the leaders of the U.S. equity fund flows, JP Morgan offers financial services all over the world through offices in 38 countries including the U.S., China and India. It takes pride in introducing innovative, inflation-protected municipal products.
JPMorgan Intrepid Value A (JIVAX - Free Report) invests the majority of its assets in equity securities of large and mid-cap companies. Large-cap companies are those with a market capitalization of over $10 billion at the time of purchase, while mid-cap companies are those having market capitalization between $1 billion and $10 billion at the time of purchase. JPMorgan Intrepid Value A has a three-year annualized return of 7.5%.
JIVAX has an expense ratio of 0.86% compared to the category average of 1.11%.
JPMorgan Large Cap Value A (OLVAX - Free Report) seeks capital appreciation. OLVAX invests a major portion of its assets in securities of large-cap companies that include common stocks, debt and preferred stocks that can be converted to common stocks. Large-cap companies are those that have market capitalization equivalent to those listed on the Russell 1000 Value Index at the time of purchase. OLVAX offers dividends quarterly and capital gains annually. JPMorgan Large Cap Value A has a three-year annualized return of 10%.
Scott Blasdell is the fund manager since 2013.
JPMorgan Disciplined Equity A (JDEAX - Free Report) invests a large portion of its assets in equity securities. JDEAX invests in common stocks of domestic companies having market capitalization similar to those listed on the S&P 500 Index. JDEAX distributes dividends and capital gains, if any, quarterly. JPMorgan Disciplined Equity A seeks high total return and has a three-year annualized return of 10%.
To view the Zacks Rank and past performance of all J.P. Morgan mutual funds, investors can click here to see the complete list of funds.
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