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3 Top-Ranked Mutual Funds from JP Morgan
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 United States 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-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 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 has three-year annualized returns of 7.9%.
As of September 2017, JDEAX held 205 issues, with 4.02% of its assets invested in Apple Inc.
JPMorgan Small Cap Growth Fund A (PGSGX - Free Report) invests the lion’s share of its assets in securities issued by small-cap companies. These are companies with market capitalization equivalent to those listed on the Russell 2000 Growth Index stocks and lower than $4 billion at the time of purchase. The fund seeks capital appreciation for the long run. JPMorgan Small Cap Growth Fund A has three-year annualized returns of 14%.
PGSGX has an expense ratio of 1.24% compared with the category average of 1.27%.
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. The JPMorgan Intrepid Growth R5 has three-year annualized returns of 12%.
Jason Alonzo is one of the fund managers of JGIRX since 2005.
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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