JPMorgan is one of the best financial management companies in the world. It has a legacy of investment management since 1865. The company pioneered innovative, inflation-protected municipal products. J.P. Morgan managed $370.2 billion of assets as of May 31, 2018. The fund family has offices in more than 30 countries.
Also, JPMorgan is one of the major mutual fund managers in the United States and prides itself for being the nation’s leader in equity fund flows. JPMorgan offers managed accounts and retirement 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 Emerging Economies Fund A (JEEAX - Free Report) invests a bulk of its assets in equity securities of companies based in emerging markets. JEEAX normally invests in securities of companies with different market cap. The fund may also invest a large portion of its assets in companies that fall within any one market capitalization category. JPMorgan Emerging Economies Fund A has returned 12.3% in the past year.
As of April 2018, JEEAX held 143 issues, with 4.70% of its assets invested in Tencent Holdings Ltd.
JPMorgan Intrepid Growth R5 (JGIRX - Free Report) seeks capital growth over the long run. JGIRX invests the majority of its assets in equity securities of large and mid-cap companies. The fund generally invests in those securities that are expected to have high quality and attractive valuations. JPMorgan Intrepid Growth R5 has one-year annualized returns of 22.2%.
Jason Alonzo is one of the fund managers of JGIRX since 2005.
JPMorgan Large Cap Growth R5 (JLGRX - Free Report) invests a large chunk of its assets in well-known, large-cap companies. JLGRX focuses on investing in those companies that have market cap similar to those included in the Russell 1000 Growth Index. The fund seeks appreciation of capital for the long run. JPMorgan Large Cap Growth R5 has returned 26.5% in a year’s time.
JLGRX has an expense ratio of 0.54% compared with the category average of 1.08%.
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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