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 Mutual Funds List
1 to 25 of 539 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Morningstar Analyst Report | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Developed International Value Fund Class R6 | JNVMX | Foreign Large Value | 13.71% | 30 | 0.550% | Low | Retirement, Large | $15M | |||
| JPMorgan Developed International Value Fund Class I | JIESX | Foreign Large Value | 13.59% | 31 | 0.750% | Below Average | Institutional | $1M | |||
| JPMorgan SmartRetirement® Blend Income Fund Class R5 | JIBBX | Target-Date Retirement | 3.98% | 14 | 0.270% | Below Average | Retirement, Large | $0 | |||
| JPMorgan Global Bond Opportunities Fund Class A | GBOAX | Global Bond-USD Hedged | −0.20% | 91 | 0.900% | Below Average | Front Load | $1,000 | |||
| JPMorgan Developed International Value Fund Class R5 | JPVRX | Foreign Large Value | 13.66% | 31 | 0.650% | Below Average | Retirement, Large | $0 | |||
| JPMorgan Global Bond Opportunities Fund Class I | GBOSX | Global Bond-USD Hedged | 0.01% | 84 | 0.650% | Average | Institutional | $1M | |||
| JPMorgan Developed International Value Fund Class L | JNUSX | Foreign Large Value | 13.66% | 31 | 0.790% | Average | Retirement, Large | $3M | |||
| JPMorgan SmartRetirement® Blend Income Fund Class R6 | JIYBX | Target-Date Retirement | 4.08% | 10 | 0.170% | Low | Retirement, Large | $5M | |||
| JPMorgan Global Bond Opportunities Fund Class C | GBOCX | Global Bond-USD Hedged | −0.53% | 96 | 1.300% | Low | Level Load | $1,000 | |||
| JPMorgan Tax Aware Real Return Fund Class R6 | TXRRX | Muni National Intermediate | — | 1.56% | 14 | 0.350% | Below Average | Retirement, Large | $15M | ||
| JPMorgan Global Bond Opportunities Fund Class R6 | GBONX | Global Bond-USD Hedged | 0.14% | 81 | 0.500% | Low | Retirement, Large | $15M | |||
| JPMorgan Hedged Equity 2 Fund Class I | JHQDX | Equity Hedged | 7.36% | 14 | 0.590% | Low | Institutional | $1M | |||
| JPMorgan U.S. Value Fund Class R5 | VGIFX | Large Value | 17.34% | 37 | 0.540% | Below Average | Retirement, Large | $0 | |||
| JPMorgan Developed International Value Fund Class R2 | JPVZX | Foreign Large Value | 13.01% | 37 | 1.300% | Average | Retirement, Medium | $0 | |||
| JPMorgan Investor Growth & Income Fund Class A | ONGIX | Moderate Allocation | 3.79% | 75 | 0.940% | Below Average | Front Load | $500 | |||
| JPMorgan Large Cap Growth Fund Class R5 | JLGRX | Large Growth | −4.93% | 82 | 0.540% | Below Average | Retirement, Large | $0 | |||
| JPMorgan SmartRetirement® Blend 2050 Fund Class R6 | JNYAX | Target-Date 2050 | 8.78% | 16 | 0.170% | Low | Retirement, Large | $5M | |||
| JPMorgan SmartRetirement® Blend 2055 Fund Class R6 | JTYBX | Target-Date 2055 | 8.81% | 14 | 0.170% | Low | Retirement, Large | $5M | |||
| JPMorgan Corporate Bond Fund Class I | CBFSX | Corporate Bond | −1.09% | 84 | 0.500% | Average | Institutional | $1M | |||
| JPMorgan U.S. Research Enhanced Equity Fund Class A | JDEAX | Large Blend | 6.58% | 73 | 0.600% | Low | Front Load | $1,000 | |||
| JPMorgan Mid Cap Growth Fund Class R5 | JMGFX | Mid-Cap Growth | −9.05% | 89 | 0.700% | Below Average | Retirement, Large | $0 | |||
| JPMorgan Core Bond Fund Class R4 | JCBQX | Intermediate Core Bond | −0.37% | 62 | 0.550% | High | Retirement, Large | $0 | |||
| JPMorgan SmartRetirement® Income Fund Class R6 | JSIYX | Target-Date Retirement | 3.10% | 53 | 0.340% | Average | Retirement, Large | $15M | |||
| JPMorgan Core Plus Bond Fund Class R5 | JCPYX | Intermediate Core-Plus Bond | — | 0.49% | 8 | 0.470% | High | Retirement, Large | $0 | ||
| JPMorgan Income Fund Class R6 | JMSFX | Multisector Bond | — | 1.89% | 24 | 0.390% | Low | Retirement, Large | $15M |
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
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United States