J.P. Morgan Asset Management is one of the world's largest investment management companies with around $1.7 trillion of assets under management. The eighth-largest mutual fund firm of the U.S. seeks to provide the best investment solutions to its clients.
As one of the leaders of U.S. equity fund flows, JP Morgan offers financial services all over the world through offices in 38 countries including the U.S., China and India. It takes pride in its innovative, inflation-protected municipal products.
Below we share with you three top-rated JPMorgan mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected 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 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, quarterly. JPMorgan Disciplined Equity A seeks high total return and has a three-year annualized return of 7.6%.
JDEAX has an expense ratio of 0.85% as compared to the category average of 1.03%.
JPMorgan Large Cap Value A (OLVAX - Free Report) seeks capital appreciation. 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 equivalent to those listed on the Russell 1000 Value Index at the time of purchase. OLVAX offers dividends quarterly and capital gains annually. The JPMorgan Large Cap Value A fund has a three-year annualized return of 10.6%.
Scott Blasdell is the fund manager since 2013.
JPMorgan Small Cap Value A (PSOAX - Free Report) invests a major portion of its assets in equity securities of small cap companies. These companies have market capitalization equal to those companies listed on the Russell 2000 Value Index during the time of purchase. In reviewing investment opportunities, the fund team uses a value-oriented approach. PSOAX offers dividends quarterly and capital gains annually. JPMorgan Small Cap Value A seeks high total return and has a three-year annualized return of 6.8%.
PSOAX has an expense ratio of 1.25% compared to a category average of 1.33%.
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.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>