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Top 3 JPMorgan Mutual Funds to Flaunt in Your Portfolio
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JPMorgan is one of the best financial management companies in the world. It has a legacy of investment management since 1865. Also, JPMorgan is the eighth-largest mutual fund firm in the U.S. and prides itself as the nation’s leader in equity fund flows. JPMorgan offers managed accounts and retirement products. The company has pioneered the introduction of innovative, inflation-protected municipal products. Its primary principle is to understand the needs of its clients and advice the best investment solutions for surplus returns.
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, on a quarterly basis. JPMorgan Disciplined Equity A seeks high total return and has a three-year annualized return of almost 9%.
As of December 2016, JDEAX held 224 issues, with 3.19% of its assets invested in Apple Inc.
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. JPMorgan Large Cap Value A has a three-year annualized return of 13.2%.
Scott Blasdell is the fund manager since 2013.
JPMorgan Intrepid Growth R5 (JGIRX - Free 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 that are expected to have high quality and attractive valuations. JPMorgan Intrepid Growth R5 has a three-year annualized return of 10.7%.
JGIRX has an expense ratio of 0.47% compared with the category average of 1.15%.
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Top 3 JPMorgan Mutual Funds to Flaunt in Your Portfolio
JPMorgan is one of the best financial management companies in the world. It has a legacy of investment management since 1865. Also, JPMorgan is the eighth-largest mutual fund firm in the U.S. and prides itself as the nation’s leader in equity fund flows. JPMorgan offers managed accounts and retirement products. The company has pioneered the introduction of innovative, inflation-protected municipal products. Its primary principle is to understand the needs of its clients and advice the best investment solutions for 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 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, on a quarterly basis. JPMorgan Disciplined Equity A seeks high total return and has a three-year annualized return of almost 9%.
As of December 2016, JDEAX held 224 issues, with 3.19% of its assets invested in Apple Inc.
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. JPMorgan Large Cap Value A has a three-year annualized return of 13.2%.
Scott Blasdell is the fund manager since 2013.
JPMorgan Intrepid Growth R5 (JGIRX - Free 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 that are expected to have high quality and attractive valuations. JPMorgan Intrepid Growth R5 has a three-year annualized return of 10.7%.
JGIRX has an expense ratio of 0.47% compared with the category average of 1.15%.
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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