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Morningstar

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

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

Share Class Type

1 to 25 of 38 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 Core Bond R6JCBUXIntermediate Core Bond−1.02%220.340%Below AverageRetirement, Large$15.0 Mil
JPMorgan Growth Advantage AVHIAXLarge Growth12.40%321.040%AverageFront Load$1,000
JPMorgan Growth Advantage IJGASXLarge Growth12.40%310.790%Above AverageInstitutional$1.0 Mil
JPMorgan Growth Advantage R5JGVRXLarge Growth12.56%300.650%AverageRetirement, Large—
JPMorgan Growth Advantage R6JGVVXLarge Growth12.60%300.550%Below AverageRetirement, Large$15.0 Mil
JPMorgan Hedged Equity AJHQAXOptions Trading5.39%360.830%LowFront Load$1,000
JPMorgan Hedged Equity IJHEQXOptions Trading5.30%340.580%LowInstitutional$1.0 Mil
JPMorgan Hedged Equity R5JHQPXOptions Trading5.54%310.430%AverageRetirement, Large—
JPMorgan Hedged Equity R6JHQRXOptions Trading5.42%310.330%LowRetirement, Large$15.0 Mil
JPMorgan Investor Growth AONGAXAggressive Allocation7.42%210.970%Below AverageFront Load$500
JPMorgan Investor Growth IONIFXAggressive Allocation7.50%180.740%Below AverageInstitutional$1.0 Mil
JPMorgan Investor Growth R6JFTUXAggressive Allocation7.61%160.500%LowRetirement, Large$15.0 Mil
JPMorgan Large Cap Growth AOLGAXLarge Growth15.00%120.940%Below AverageFront Load$1,000
JPMorgan Large Cap Growth COLGCXLarge Growth14.69%131.440%LowLevel Load$1,000
JPMorgan Large Cap Growth ISEEGXLarge Growth15.10%110.690%AverageInstitutional$1.0 Mil
JPMorgan Large Cap Growth R2JLGZXLarge Growth14.91%121.190%AverageRetirement, Medium—
JPMorgan Large Cap Growth R3JLGPXLarge Growth14.89%120.940%LowRetirement, Medium—
JPMorgan Large Cap Growth R4JLGQXLarge Growth15.10%110.690%Above AverageRetirement, Large—
JPMorgan Large Cap Growth R5JLGRXLarge Growth15.16%110.540%Below AverageRetirement, Large—
JPMorgan Large Cap Growth R6JLGMXLarge Growth15.19%110.440%LowRetirement, Large$15.0 Mil
JPMorgan Mid Cap Growth R5JMGFXMid-Cap Growth6.58%410.790%AverageRetirement, Large—
JPMorgan Mid Cap Growth R6JMGMXMid-Cap Growth6.62%400.700%Below AverageRetirement, Large$15.0 Mil
JPMorgan Mortgage-Backed Securities IOMBIXIntermediate Core Bond—−1.19%170.400%Below AverageInstitutional$1.0 Mil
JPMorgan Mortgage-Backed Securities R6JMBUXIntermediate Core Bond—−1.14%180.250%LowRetirement, Large$15.0 Mil
JPMorgan US Equity AJUEAXLarge Blend10.16%220.940%Below AverageFront Load$1,000

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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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