JPMorgan Mutual Funds List

Here you can find all mutual funds issued by JPMorgan and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Issuer is JPMorgan

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
AGRDX	JPMorgan Research Enhanced Equity Fund Class R6	Large Cap Blend Equities	Mar 31, 2016	0.25%	-10.14%	15.18%	18.09%	27
CBFSX	JPMorgan Corporate Bond Fund	Corporate Bonds	Mar 1, 2013	0.50%	-0.80%	2.98%	4.57%	30
EMRSX	JPMorgan Emerging Markets Research Enhanced Equity...	Emerging Markets Diversified	Dec 10, 2018	0.35%	5.90%	—	3.47%	89
FLMVX	JPMorgan Mid Cap Value Fund	Mid Cap Value Equities	Nov 13, 1997	0.75%	2.44%	9.87%	20.66%	18
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	May 31, 2011	1.04%	-3.07%	5.83%	9.95%	34
GAOSX	JPMorgan Global Allocation Fund	Global Allocation	May 30, 2011	0.77%	-3.13%	6.65%	9.99%	35
GBONX	JPMorgan Global Bond Opportunities Fund Class R6	Global Bonds	Sep 4, 2012	0.51%	-1.66%	4.09%	5.04%	65
GBOSX	JPMorgan Global Bond Opportunities Fund	Multisector Bonds	Sep 3, 2012	0.65%	-1.27%	3.98%	4.88%	64
HLEIX	JPMorgan Equity Index Fund Class I	Large Cap Blend Equities	Jul 2, 1991	0.38%	-3.92%	13.90%	0.95%	47
HLGAX	JPMorgan Government Bond Fund	Government Bonds	Feb 7, 1993	0.47%	-0.19%	1.20%	3.01%	37
HLGEX	JPMorgan Mid Cap Growth Fund	Mid Cap Growth Equities	Mar 2, 1989	0.89%	-4.76%	12.82%	9.90%	19
HLIEX	JPMorgan Equity Income Fund	Large Cap Value Equities	Jul 2, 1987	0.70%	1.82%	11.41%	10.66%	36
HLIPX	JPMorgan Core Plus Bond Fund	Intermediate Core-Plus Bond	Mar 5, 1993	0.46%	-0.03%	2.43%	4.55%	46
HLLVX	JPMorgan Short Duration Bond Fund	Short-Term Bond	Sep 4, 1990	0.34%	-0.08%	2.27%	3.88%	96
HLQVX	JPMorgan Large Cap Value Fund	Large Cap Value Equities	Mar 1, 1991	0.69%	-0.52%	12.94%	8.04%	38
IUESX	JPMorgan International Focus Fund	Foreign Large Cap Equities	Nov 30, 2011	0.75%	1.35%	8.30%	4.50%	55
JACSX	JPMorgan SmartRetirement Blend 2060 Fund	Target Retirement Date	Aug 30, 2016	0.33%	-0.33%	—	2.24%	64
JAKSX	JPMorgan SmartRetirement 2060 Fund	Target Retirement Date	Aug 30, 2016	0.26%	-1.20%	—	4.32%	49
JBALX	JPMorgan Global Allocation Fund Class A	Global Allocation	Dec 31, 1991	0.96%	-5.36%	10.14%	8.81%	40
JBSSX	JPMorgan SmartRetirement Blend 2025 Fund	Target Retirement Date	Jul 1, 2012	0.30%	-0.52%	6.72%	3.55%	76

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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