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Top 5 JP Morgan Funds
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ShareWith more than $1.2 trillion worth of assets under management, JPMorgan is renowned as one of the world’s leading financial management companies. The company is also the fourth-largest mutual fund firm in the U.S. and manages over 100 mutual funds. It prides itself on being the leading provider of market neutral funds in the domestic market. JP Morgan also offers managed accounts and retirement products. The company has pioneered the introduction of innovative, inflation-protected municipal products.
Below we will share with you 5 top rated JPMorgan funds. Each has earned a Zacks #1 Rank (Strong Buy) as we expect the fund to outperform its peers in the future. To view the Zacks Rank and past performance of all JPMorgan funds, then click here.
JPMorgan Investor Conservative Growth A (OICAX) invests in a number of mutual funds from the same group of companies. These underlying funds invest heavily in equity and fixed-income securities. The fund invests significantly more of its assets in money market and income funds. The fund has returned 11.32% in the last one year period
The JPMorgan fund has a minimum initial investment of $500 and an expense ratio of 0.50% compared to a category average of 0.87%.
JPMorgan Market Expansion Index A (OMEAX) seeks to match the price and yield performance of common stocks of small and mid-cap companies. It selects stocks which are part of the universe of the S&P SmallCap 600 and S&P MidCap 400 indexes. The fund has returned 23.3% in the last one year period and has a ten year annualized return of 4.97%.
Bala Iyer is the fund manager and he has managed this JPMorgan fund since 1998.
JPMorgan Dynamic Small Cap Growth A (VSCOX) invests the majority of its assets in companies with smaller market capitalizations. The fund seeks to acquire equity securities of companies which are part of the Russell 2000 Growth index. It primarily purchases common stocks. The fund has returned 15.98% in the last one year period.
As of May 2010, this fund held 115 issues, with 2.92% of its total assets invested in JPMorgan Prime Money Market Fund.
JPMorgan Emerging Markets Equity A (JFAMX) seeks high total return. A large portion of its assets are used to purchase emerging market equity securities. The fund allocates weight to investments in a particular country using the Morgan Stanley Capital International (MSCI) Emerging Markets Equity index. It may also purchase short-term money market instruments and enter into repurchase agreements. The fund has a five year annualized return of 12.14%.
The JPMorgan fund has a minimum initial investment of $1,000 and an expense ratio of 1.85% compared to a category average of 1.78%.
JPMorgan International Value A (JFEAX) invests in equity securities which are part of the Morgan Stanley Capital International EAFE Value index. It purchases common and preferred stock, convertible securities and privately placed securities. The fund returned 3.53% over the last one year period.
Gerd Woort-Menker is the fund manager and he has managed this JPMorgan fund since 2001.
To view the Zacks Rank and past performance of all JPMorgan funds, then click here.
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Learn more about the Zacks Mutual Fund Rank at http://www.zacks.com/funds/mutualfund/
Read the full analyst report on OICAX
Read the full analyst report on OMEAX
Read the full analyst report on VSCOX
Read the full analyst report on JFAMX
Read the full analyst report on JFEAX
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| Market Summary | May 26, 2012 06:23 am ET |
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