Back to top

Image: Bigstock

3 Best-Ranked JPMorgan Mutual Funds to Consider

Read MoreHide Full Article

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 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-ranked 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 Small Cap Core R5 (VSSCX - Free Report) seeks growth of capital for the long term. VSSCX invests the lion’s share of its assets in equity securities issued by small cap companies whose market capitalization falls within the range of the Russell 2000 Index. JPMorgan Small Cap Core R5 has returned 24% in the last one-year period.

Phillip Hart is one of the fund managers of VSSCX since 2010.

JPMorgan Emerging Economies Fund A invests a bulk of its assets in equity securities of companies based in emerging markets. JEEAX normally invests securities across all market capitalizations. The fund may invest a large portion of its assets in companies that fall within any one market capitalization category. The fund seeks appreciation of capital for the long term. JPMorgan Emerging Economies Fund A has returned 27.4% in the last one-year period.

As of March 2017, JEEAX held 151 issues, with 2.27% of its assets invested in Industrial And Commercial Bank Of China Ltd H.

JPMorgan Intrepid GrowthFund A (JIGAX - Free Report) seeks to offer growth of capital for the long run. JIGAX invests primarily in a broad portfolio of equity securities of large- and mid-capitalization companies that have attractive valuations. JPMorgan Intrepid Growth Fund A has returned 20.8% in the last one-year period.   

JIGAX has an expense ratio of 0.93% compared with the category average of 1.14%.   

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 >>


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


JPMorgan US GARP Equity A (JIGAX) - free report >>

JPMorgan SmallCap Sustain Leader R5 (VSSCX) - free report >>