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Add These 3 Mutual Funds From JP Morgan to Your Portfolio
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JPMorgan is a well-known financial management company in the world. The company pioneered innovative, inflation-protected municipal products. Its primary principle is to understand the needs of its clients and advice the best investment solutions for surplus returns.
It has a legacy of investment management since 1865. Also, JPMorgan is one of the major mutual fund managers in the United States and prides itself as the nation’s leader in equity fund flows. JPMorgan offers managed accounts and retirement products.
JPMorgan Large Cap Value A (OLVAX - Free Report) seeks capital growth. 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 similar to those listed on the Russell 1000 Value Index at the time of purchase. JPMorgan Large Cap Value A has three-year annualized returns of 10.5%.
Scott Blasdell is the fund manager of OLVAX 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, on a quarterly basis. JPMorgan Disciplined Equity A has three-year annualized returns of 12.1%.
As of February 2018, JDEAX held 211 issues, with 4.00% of its assets invested in Microsoft Corp.
JPMorgan Dynamic Small Cap Growth Fund A (VSCOX - Free Report) seeks long-term growth of capital. VSCOX invests the lion’s share of its assets in equity securities of primarily small-cap companies. The fund normally invests in those companies that have a Russell 2000 Growth Index and market cap of under $4 billion. JPMorgan Dynamic Small Cap Growth Fund A has three-year annualized returns of 14.2%.
VSCOX has an expense ratio of 1.25% compared with the category average of 1.26%.
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Add These 3 Mutual Funds From JP Morgan to Your Portfolio
JPMorgan is a well-known financial management company in the world. The company pioneered innovative, inflation-protected municipal products. Its primary principle is to understand the needs of its clients and advice the best investment solutions for surplus returns.
It has a legacy of investment management since 1865. Also, JPMorgan is one of the major mutual fund managers in the United States and prides itself as the nation’s leader in equity fund flows. JPMorgan offers managed accounts and retirement products.
Below we share with you three top-ranked JPMorgan mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of JPMorgan funds.
JPMorgan Large Cap Value A (OLVAX - Free Report) seeks capital growth. 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 similar to those listed on the Russell 1000 Value Index at the time of purchase. JPMorgan Large Cap Value A has three-year annualized returns of 10.5%.
Scott Blasdell is the fund manager of OLVAX 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, on a quarterly basis. JPMorgan Disciplined Equity A has three-year annualized returns of 12.1%.
As of February 2018, JDEAX held 211 issues, with 4.00% of its assets invested in Microsoft Corp.
JPMorgan Dynamic Small Cap Growth Fund A (VSCOX - Free Report) seeks long-term growth of capital. VSCOX invests the lion’s share of its assets in equity securities of primarily small-cap companies. The fund normally invests in those companies that have a Russell 2000 Growth Index and market cap of under $4 billion. JPMorgan Dynamic Small Cap Growth Fund A has three-year annualized returns of 14.2%.
VSCOX has an expense ratio of 1.25% compared with the category average of 1.26%.
To view the Zacks Rank and past performance of all JPMorgan mutual funds, investors can click here to see the complete list of JPMorgan funds.
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