With around $1.7 trillion worth of assets under management, JPMorgan is one of the best financial management companies in the world. The company has a legacy of investment management experience since 1865. It is the eighth-largest mutual fund firm in the U.S. It also prides itself as the leader in U.S. equity fund flows. JPMorgan offers managed accounts and retirement products. The company has pioneered the introduction of innovative, inflation-protected municipal products.
Below we share with you 3 top-rated JPMorgan mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and we expect the fund to outperform its peers in the future. 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.
JPMorgan Core Bond R5 (JCBRX - MF report) seeks a high level of current income. JCBRX invests a large portion of its assets in a wide range of long-term and intermediate debt securities. The fund normally invests in mortgage-backed securities, and government and corporate bonds. The JPMorgan Core Bond R5 returned 4.2% over the last one-year period.
JCBRX has an expense ratio of 0.44% as compared to the category average of 0.80%.
JPMorgan Intrepid Growth R5 (JGIRX - MF report) invests the majority of its assets in equity securities of large- and mid-cap companies. JGIRX seeks capital growth over the long run. The fund generally invests in those securities which are expected to have high quality and attractive valuations. The JPMorgan Intrepid Growth R5 returned 6.8% over the last one-year period.
Jason Alonzo is one of the fund managers of JGIRX since 2005.
JPMorgan US Small Company A (JTUAX - MF report) seeks total return. JTUAX invests a bulk of its assets in equity securities of small-cap U.S. companies. These small-cap companies have market capitalization similar to those listed on the Russell 2000 Index during the time of purchase. The JPMorgan US Small Company A fund returned 9.3% over the last one-year period.
As of August 2016, JTUAX held 386 issues, with 1.49% of its assets invested in Take-Two Interactive Software Inc.
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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