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JP Morgan is one of the leaders of the U.S. equity fund flows. It provides financial services all over the world through offices in 38 countries including the U.S. and China. With around $1.7 trillion worth of assets under management, JPMorgan is known as one of the biggest wealth and asset management companies in the world.
The eighth largest mutual fund firm of the U.S. brings to the market innovative, inflation-protected municipal products and focuses on its clients’ interests first. Its primary principle is to understand the needs of its clients and offer advices with the aim to provide best investment solutions and generate surplus returns.
JPMorgan Core Bond A (PGBOX - Free Report) seeks to maximize returns by investing mainly in investment grade bonds and long run debt securities. PGBOX invests a major portion of its assets in bonds including corporate bonds, mortgage-backed securities and other U.S. government bonds. The JPMorgan Core Bond Ahas a three-year annualized return of 3.7%.
PGBOX has an expense ratio of 0.74% compared to a category average of 0.77%.
JPMorgan Disciplined Equity A (JDEAX - Free Report) invests a lion’s share of its assets in securities of domestic companies which have a similar market cap with that of S&P 500 companies. JDEAX seeks a high level of returns by investing mainly in diversified portfolios. The JPMorgan Disciplined Equity A fund has a three-year annualized return of 8.8%.
As of May 2016, JDEAX held 174 issues, with 3.37% of its assets invested in Microsoft Corp.
JPMorgan Tax Free Bond A (PMBAX - Free Report) aims to invest primarily in asset-backed and municipal mortgage-backed securities. PMBAX invests a significant part of its assets in municipal bonds, whose income are exempted from federal income tax. The JPMorgan Tax Free Bond Ahas a three-year annualized return of 6.3%.
PMBAX has an expense ratio of 0.67% compared to a category average of 0.84%.
JPMorgan Intrepid Growth A (JIGAX - Free Report) invests more than 80% of its assets in securities of both large- and mid-cap companies. JIGAX seeks growth of capital for the long run. The fund aims to invest primarily in securities which have strong momentum and attractive valuations. The JPMorgan Intrepid Growth A fund has a three-year annualized return of 11.1%.
As of May 2016, JIGAX held 116 issues, with 6.42% of its assets invested in Apple Inc.
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. Pick the best mutual funds with the Zacks Rank.
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4 Strong Buy JP Morgan Mutual Funds to Invest In
JP Morgan is one of the leaders of the U.S. equity fund flows. It provides financial services all over the world through offices in 38 countries including the U.S. and China. With around $1.7 trillion worth of assets under management, JPMorgan is known as one of the biggest wealth and asset management companies in the world.
The eighth largest mutual fund firm of the U.S. brings to the market innovative, inflation-protected municipal products and focuses on its clients’ interests first. Its primary principle is to understand the needs of its clients and offer advices with the aim to provide best investment solutions and generate surplus returns.
Below we share with you four top-rated JPMorgan mutual funds . Each of these funds has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and we expect them to outperform their peers in the future. Investors can click here to see the complete list of funds .
JPMorgan Core Bond A (PGBOX - Free Report) seeks to maximize returns by investing mainly in investment grade bonds and long run debt securities. PGBOX invests a major portion of its assets in bonds including corporate bonds, mortgage-backed securities and other U.S. government bonds. The JPMorgan Core Bond Ahas a three-year annualized return of 3.7%.
PGBOX has an expense ratio of 0.74% compared to a category average of 0.77%.
JPMorgan Disciplined Equity A (JDEAX - Free Report) invests a lion’s share of its assets in securities of domestic companies which have a similar market cap with that of S&P 500 companies. JDEAX seeks a high level of returns by investing mainly in diversified portfolios. The JPMorgan Disciplined Equity A fund has a three-year annualized return of 8.8%.
As of May 2016, JDEAX held 174 issues, with 3.37% of its assets invested in Microsoft Corp.
JPMorgan Tax Free Bond A (PMBAX - Free Report) aims to invest primarily in asset-backed and municipal mortgage-backed securities. PMBAX invests a significant part of its assets in municipal bonds, whose income are exempted from federal income tax. The JPMorgan Tax Free Bond Ahas a three-year annualized return of 6.3%.
PMBAX has an expense ratio of 0.67% compared to a category average of 0.84%.
JPMorgan Intrepid Growth A (JIGAX - Free Report) invests more than 80% of its assets in securities of both large- and mid-cap companies. JIGAX seeks growth of capital for the long run. The fund aims to invest primarily in securities which have strong momentum and attractive valuations. The JPMorgan Intrepid Growth A fund has a three-year annualized return of 11.1%.
As of May 2016, JIGAX held 116 issues, with 6.42% of its assets invested in Apple Inc.
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 .
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. Pick the best mutual funds with the Zacks Rank.