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JPMorgan is one of the best financial management companies in the world. It has a legacy of investment management since 1865. The company pioneered innovative, inflation-protected municipal products. J.P. Morgan managed $1.71 trillion of assets as of Sep 30, 2018. The fund family has offices in more than 30 countries.
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. Its primary principle is to understand the needs of its clients and advice the best investment solutions for surplus returns.
JPMorgan Intrepid Growth R5 (JGIRX - Free Report) seeks capital growth over the long run. JGIRX invests the majority of its assets in equity securities of large and mid-cap companies. The fund generally invests in those securities that are expected to have high quality and attractive valuations. JPMorgan Intrepid Growth R5 has three-year annualized returns of 13.3%.
Jason Alonzo is one of the fund managers of JGIRX since 2005.
JPMorgan Intrepid Value A (JIVAX - Free Report) seeks appreciation of capital for the long run. The fund invests a chunk of its assets in equity securities of large- and mid-cap companies that have attractive valuations. JPMorgan Intrepid Value A has three-year annualized returns of 8.5%.
JIVAX has an expense ratio of 0.83% compared with the category average of 1.00%.
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 10.4%.
As of October 2018, OLVAX held 96 issues, with 4.51% of its assets invested in Bank of America Corporation.
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3 JP Morgan Mutual Funds for Striking Returns
JPMorgan is one of the best financial management companies in the world. It has a legacy of investment management since 1865. The company pioneered innovative, inflation-protected municipal products. J.P. Morgan managed $1.71 trillion of assets as of Sep 30, 2018. The fund family has offices in more than 30 countries.
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. Its primary principle is to understand the needs of its clients and advice the best investment solutions for surplus returns.
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 Intrepid Growth R5 (JGIRX - Free Report) seeks capital growth over the long run. JGIRX invests the majority of its assets in equity securities of large and mid-cap companies. The fund generally invests in those securities that are expected to have high quality and attractive valuations. JPMorgan Intrepid Growth R5 has three-year annualized returns of 13.3%.
Jason Alonzo is one of the fund managers of JGIRX since 2005.
JPMorgan Intrepid Value A (JIVAX - Free Report) seeks appreciation of capital for the long run. The fund invests a chunk of its assets in equity securities of large- and mid-cap companies that have attractive valuations. JPMorgan Intrepid Value A has three-year annualized returns of 8.5%.
JIVAX has an expense ratio of 0.83% compared with the category average of 1.00%.
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 10.4%.
As of October 2018, OLVAX held 96 issues, with 4.51% of its assets invested in Bank of America Corporation.
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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