JPMorgan Asset Management Mutual Funds List
Here you can find all mutual funds issued by JPMorgan Asset Management and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.17%
- Avg. 1 Year Return
- 15.46%
- Avg. 5 Year Return
- 7.47%
- Median Risk/Return Score
- 66 / 100
JPMorgan Asset Management Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement Blend 2035 Fund Class R6 | Target Retirement Date | Jul 2, 2012 | 0.17% | 7.83% | 9.26% | 2.83% | 66 |
Explore top JPMorgan Asset Management Mutual Fund Categories and Asset Classes
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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5 Years
Best JPMorgan Asset Management Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| JPMorgan SmartRetirement Blend 2035 Fund Class R6 | 66 | — | Jul 2012 |
Best-Performing JPMorgan Asset Management Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| JPMorgan SmartRetirement Blend 2035 Fund Class R6 | 7.47% | — | Jul 2012 |
Lowest-Cost JPMorgan Asset Management Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| JPMorgan SmartRetirement Blend 2035 Fund Class R6 | 0.17% | — | Jul 2012 |
Highest-Yield JPMorgan Asset Management Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| JPMorgan SmartRetirement Blend 2035 Fund Class R6 | 2.83% | — | Jul 2012 |
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