We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Bet On These 3 JP Morgan Mutual Funds for High Gains
Read MoreHide Full Article
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.
Also, 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 $382.97 billion of assets as of Aug 31, 2018. The fund family has offices in more than 30 countries.
JPMorgan Intrepid Value A (JIVAX - Free Report) seeks appreciation of capital for the long run. The fund invests a large chunk of its assets in equity securities of large- and mid-cap companies that have attractive valuations. JPMorgan Intrepid Value A has one-year annualized returns of 15.5%.
JIVAX has an expense ratio of 0.83% compared with the category average of 1.01%.
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 included on the S&P 500 index. The fund may also invest in companies not included on the S&P 500. JPMorgan Disciplined Equity A has one-year annualized returns of 15%.
As of July 2018, JDEAX held 197 issues, with 4.28% of its assets invested in Microsoft Corp.
JPMorgan Intrepid GrowthFundA (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-cap companies that have high quality and attractive valuations. JPMorgan Intrepid Growth Fund A has one-year annualized returns of 21.8%.
Jason Alonzo has been one of the fund managers of JIGAX since 2005.
Image: Bigstock
Bet On These 3 JP Morgan Mutual Funds for High Gains
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.
Also, 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 $382.97 billion of assets as of Aug 31, 2018. The fund family has offices in more than 30 countries.
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 Intrepid Value A (JIVAX - Free Report) seeks appreciation of capital for the long run. The fund invests a large chunk of its assets in equity securities of large- and mid-cap companies that have attractive valuations. JPMorgan Intrepid Value A has one-year annualized returns of 15.5%.
JIVAX has an expense ratio of 0.83% compared with the category average of 1.01%.
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 included on the S&P 500 index. The fund may also invest in companies not included on the S&P 500. JPMorgan Disciplined Equity A has one-year annualized returns of 15%.
As of July 2018, JDEAX held 197 issues, with 4.28% of its assets invested in Microsoft Corp.
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-cap companies that have high quality and attractive valuations. JPMorgan Intrepid Growth Fund A has one-year annualized returns of 21.8%.
Jason Alonzo has been one of the fund managers of JIGAX 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.
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 >>