Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
JPMorgan Mutual Funds
View all of JPMorgan’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
JPMorgan Funds List
Share Class Type
1 to 25 of 534 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Growth Advantage A | VHIAX | Large Growth | 9.89% | 33 | 1.040% | Average | Front Load | $1,000 | ||
| JPMorgan Growth Advantage I | JGASX | Large Growth | 9.94% | 32 | 0.790% | Above Average | Institutional | $1.0 Mil | ||
| JPMorgan Growth Advantage R5 | JGVRX | Large Growth | 10.01% | 31 | 0.650% | Average | Retirement, Large | — | ||
| JPMorgan Growth Advantage R6 | JGVVX | Large Growth | 10.05% | 31 | 0.550% | Below Average | Retirement, Large | $15.0 Mil | ||
| JPMorgan Hedged Equity A | JHQAX | Options Trading | 4.04% | 44 | 0.830% | Low | Front Load | $1,000 | ||
| JPMorgan Hedged Equity I | JHEQX | Options Trading | 4.13% | 42 | 0.580% | Low | Institutional | $1.0 Mil | ||
| JPMorgan Hedged Equity R5 | JHQPX | Options Trading | 4.16% | 42 | 0.430% | Average | Retirement, Large | — | ||
| JPMorgan Hedged Equity R6 | JHQRX | Options Trading | 4.21% | 41 | 0.330% | Low | Retirement, Large | $15.0 Mil | ||
| JPMorgan Investor Growth A | ONGAX | Aggressive Allocation | 5.79% | 24 | 0.970% | Below Average | Front Load | $500 | ||
| JPMorgan Investor Growth I | ONIFX | Aggressive Allocation | 5.88% | 19 | 0.740% | Below Average | Institutional | $1.0 Mil | ||
| JPMorgan Investor Growth R6 | JFTUX | Aggressive Allocation | 5.94% | 17 | 0.500% | Low | Retirement, Large | $15.0 Mil | ||
| JPMorgan Large Cap Growth A | OLGAX | Large Growth | 12.15% | 11 | 0.940% | Below Average | Front Load | $1,000 | ||
| JPMorgan Large Cap Growth C | OLGCX | Large Growth | 11.96% | 13 | 1.440% | Low | Level Load | $1,000 | ||
| JPMorgan Large Cap Growth I | SEEGX | Large Growth | 12.24% | 10 | 0.690% | Average | Institutional | $1.0 Mil | ||
| JPMorgan Large Cap Growth R2 | JLGZX | Large Growth | 12.07% | 12 | 1.190% | Average | Retirement, Medium | — | ||
| JPMorgan Large Cap Growth R3 | JLGPX | Large Growth | 12.14% | 11 | 0.940% | Low | Retirement, Medium | — | ||
| JPMorgan Large Cap Growth R4 | JLGQX | Large Growth | 12.24% | 11 | 0.690% | Above Average | Retirement, Large | — | ||
| JPMorgan Large Cap Growth R5 | JLGRX | Large Growth | 12.31% | 10 | 0.540% | Below Average | Retirement, Large | — | ||
| JPMorgan Large Cap Growth R6 | JLGMX | Large Growth | 12.33% | 10 | 0.440% | Low | Retirement, Large | $15.0 Mil | ||
| JPMorgan Mortgage-Backed Securities R6 | JMBUX | Intermediate Core Bond | — | −2.03% | 19 | 0.250% | Low | Retirement, Large | $15.0 Mil | |
| JPMorgan US Equity I | JUESX | Large Blend | 7.97% | 31 | 0.690% | Average | Institutional | $1.0 Mil | ||
| JPMorgan US Equity L | JMUEX | Large Blend | 8.03% | 30 | 0.580% | Average | Retirement, Large | $3.0 Mil | ||
| JPMorgan US Equity R3 | JUEPX | Large Blend | 7.89% | 32 | 0.940% | Low | Retirement, Medium | — | ||
| JPMorgan US Equity R4 | JUEQX | Large Blend | 7.99% | 30 | 0.690% | Above Average | Retirement, Large | — | ||
| JPMorgan US Equity R5 | JUSRX | Large Blend | 8.03% | 30 | 0.540% | Below Average | Retirement, Large | — |
JPMorgan Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank