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3 Zacks Rank #1 JP Morgan Mutual Funds to Consider
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Founded in 1985, 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 clients’ interests first. Its primary principle is to understand the needs of its clients and offer advice with the aim to provide best investment solutions and generate surplus returns.
JPMorgan Total Return A (JMTAX - Free Report) seeks to offer a high level of return. JMTAX normally invests up to 65% of its assets in investment-grade bonds and almost 35% of its assets in foreign debt securities. The fund may also invest nearly one-fourth of its assets in securities that are non-dollar denominated. JPMorgan Total Return A fund has a three-year annualized return of 2.8%.
As of October 2016, JMTAX held 915 issues, with 3.34% of its assets invested in Freddie Mac Gold Single Family TBA 3.5% 2046-11-01.
JPMorgan Small Cap Value R5 (JSVRX - Free Report) invests the majority of its assets in common stocks of small-cap companies. Small-cap companies are the ones with a market-cap similar to those in the range of the Russell 2000 Value Index. JSVRX seeks appreciation of capital for the long run. JPMorgan Small Cap Value R5 fund has a three-year annualized return of 8.5%.
JSVRX has an expense ratio of 0.90% compared with the category average of 1.33%.
JPMorgan Realty Income A seeks high total investment return through a combination of capital appreciation and current income. URTAX invests the majority of its assets in equity securities of real estate investment trusts (REITs). URTAX may invest in both equity REITs and mortgage REITs. The fund may also invest a maximum 15% of its assets in illiquid holdings. JPMorgan Realty Income A fund is non-diversified and has a three-year annualized return of 11%.
Jason Ko has been the fund manager of URTAX since 2009.
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3 Zacks Rank #1 JP Morgan Mutual Funds to Consider
Founded in 1985, 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 clients’ interests first. Its primary principle is to understand the needs of its clients and offer advice with the aim to provide best investment solutions and generate surplus returns.
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. Investors can click here to see the complete list of JPMorgan funds.
JPMorgan Total Return A (JMTAX - Free Report) seeks to offer a high level of return. JMTAX normally invests up to 65% of its assets in investment-grade bonds and almost 35% of its assets in foreign debt securities. The fund may also invest nearly one-fourth of its assets in securities that are non-dollar denominated. JPMorgan Total Return A fund has a three-year annualized return of 2.8%.
As of October 2016, JMTAX held 915 issues, with 3.34% of its assets invested in Freddie Mac Gold Single Family TBA 3.5% 2046-11-01.
JPMorgan Small Cap Value R5 (JSVRX - Free Report) invests the majority of its assets in common stocks of small-cap companies. Small-cap companies are the ones with a market-cap similar to those in the range of the Russell 2000 Value Index. JSVRX seeks appreciation of capital for the long run. JPMorgan Small Cap Value R5 fund has a three-year annualized return of 8.5%.
JSVRX has an expense ratio of 0.90% compared with the category average of 1.33%.
JPMorgan Realty Income A seeks high total investment return through a combination of capital appreciation and current income. URTAX invests the majority of its assets in equity securities of real estate investment trusts (REITs). URTAX may invest in both equity REITs and mortgage REITs. The fund may also invest a maximum 15% of its assets in illiquid holdings. JPMorgan Realty Income A fund is non-diversified and has a three-year annualized return of 11%.
Jason Ko has been the fund manager of URTAX since 2009.
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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