JPMorgan Mutual Funds List

Documentation

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.

Number of Funds: 125
Avg. Expense Ratio: 0.65%
Avg. 1 Year Return: 12.11%
Avg. 5 Year Return: 7.10%
Median Risk/Return Score: 37 / 100

115 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
OGLVX	JPMorgan Short Duration Bond A	Short-Term Bond	Mar 8, 1996	0.59%	0.33%	2.03%	3.63%	75
OGVCX	JPMorgan Government Bond Fund Class C	Government Bonds	—	1.39%	-1.43%	0.16%	2.50%	10
OHYFX	JPMorgan High Yield Fund	High Yield Bonds	Nov 13, 1998	0.65%	1.28%	4.77%	5.92%	82
OIBFX	JPMorgan Investor Balanced Fund	Diversified Portfolio	Dec 9, 1996	0.32%	4.01%	7.65%	5.95%	43
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	Jul 2, 1987	0.45%	15.18%	12.46%	9.63%	83
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	Feb 22, 1994	0.94%	0.54%	18.52%	11.75%	8
OLVAX	JPMorgan Large Cap Value Fund Class A	Large Cap Value Equities	Feb 18, 1992	0.93%	7.93%	13.31%	6.92%	44
ONCFX	JPMorgan Investor Conservative Growth Fund	Diversified Portfolio	Dec 9, 1996	0.32%	2.50%	5.32%	4.62%	47
ONGFX	JPMorgan Investor Growth & Income Fund	Diversified Portfolio	Dec 9, 1996	0.32%	5.11%	9.50%	4.74%	36
ONGIX	JPMorgan Investor Growth and Income Fund Class A	Diversified Portfolio	Dec 10, 1996	0.95%	4.94%	9.31%	4.39%	37
ONIFX	JPMorgan Investor Growth Fund	Diversified Portfolio	Dec 9, 1996	0.32%	6.56%	11.50%	3.29%	35
OSGIX	JPMorgan Mid Cap Growth Fund Class A	Mid Cap Growth Equities	Sep 21, 1994	1.14%	3.26%	13.16%	11.92%	6
OSTAX	JPMorgan Short-Intermediate Municipal Bond Fund	Municipal Bonds	May 3, 1998	0.87%	-0.02%	1.04%	2.39%	47
OSTCX	JPMorgan Short Duration Bond Fund Class C	Short-Term Bond	Sep 4, 1990	1.09%	0.12%	1.52%	3.13%	63
PGBOX	JPMorgan Core Bond Fund	Intermediate Core Bond	May 1, 1992	0.70%	-1.11%	1.41%	3.56%	14
PGSGX	JPMorgan Small Cap Growth Fund	Small Cap Growth Equities	Jul 1, 1991	1.24%	20.31%	12.42%	6.15%	40
PMBAX	JPMorgan Tax Free Bond Fund	Municipal Bonds	Feb 29, 1988	0.67%	-0.38%	1.27%	3.36%	60
PSOPX	JPMorgan Small Cap Value Fund	Small Cap Value Equities	Jan 27, 1995	0.94%	21.39%	10.35%	7.56%	83
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	Feb 28, 1992	0.69%	0.68%	18.80%	11.36%	8
SMTSX	JPMorgan SmartRetirement 2040 Fund	Target Retirement Date	May 14, 2006	0.25%	6.67%	9.76%	5.42%	39

Explore top JPMorgan Mutual Fund Categories and Asset Classes

JPMorgan Equity Mutual funds JPMorgan Bond Mutual funds JPMorgan Multi-Asset Mutual funds JPMorgan Alternatives Mutual funds JPMorgan Target Retirement Date Mutual funds JPMorgan Large Cap Growth Equities Mutual funds JPMorgan Large Cap Blend Equities Mutual funds JPMorgan Diversified Portfolio Mutual funds JPMorgan Municipal Bonds Mutual funds

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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Time Period

Best JPMorgan Mutual funds by Risk/Return Score

The top JPMorgan Mutual funds by PortfoliosLab Risk/Return Score are JSOSX (99) and USMTX (99). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
JSOSX	JPMorgan Strategic Income Opportunities Fund Class...	99	—	Oct 2008
USMTX	JPMorgan Ultra-Short Municipal Fund	99	—	May 2016
USMSX	JPMorgan Ultra-Short Municipal Fund	99	—	May 2016
JGIAX	JPMorgan Income Fund Class A	84	—	Jun 2014
OIEJX	JPMorgan Equity Income Fund R6	83	—	Jul 1987

Best-Performing JPMorgan Mutual funds Over 5 Years

The top JPMorgan Mutual funds is JNVMX (16.57%). Across the lineup, JPMorgan Mutual funds show an average 1-year return of 12.11% and an average 5-year return of 7.10%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
JNVMX	JPMorgan Developed International Value Fund Class ...	16.57%	—	Dec 2010
JNUSX	JPMorgan International Value Fund	16.46%	—	Nov 1993
JFEAX	JPMorgan Developed International Value Fund Class ...	16.06%	—	Sep 2001
JPGSX	JPMorgan U.S. GARP Equity Fund	15.54%	—	Feb 2003
JIGAX	JPMorgan U.S. GARP Equity Fund Class A	15.32%	—	Feb 2005

Lowest-Cost JPMorgan Mutual funds

The top JPMorgan Mutual funds is JOBYX (0.17%). With an average expense ratio of 0.65%, JPMorgan Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
JOBYX	JPMorgan SmartRetirement Blend 2040 Fund Class R6	0.17%	—	—
JSRSX	JPMorgan SmartRetirement Income Fund	0.22%	—	May 2006
USMTX	JPMorgan Ultra-Short Municipal Fund	0.24%	—	May 2016
JDEUX	JPMorgan U.S. Research Enhanced Equity Fund	0.25%	—	Mar 2003
JSASX	JPMorgan SmartRetirement 2045 Fund	0.25%	—	Jul 2007

Highest-Yield JPMorgan Mutual funds

The top JPMorgan Mutual funds is JIGAX (56.97%). Across the lineup, JPMorgan Mutual funds show an average dividend yield of 6.61%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
JIGAX	JPMorgan U.S. GARP Equity Fund Class A	56.97%	—	Feb 2005
JPGSX	JPMorgan U.S. GARP Equity Fund	53.97%	—	Feb 2003
VSEAX	JPMorgan Small Cap Equity Fund	23.26%	—	Dec 1994
JMVYX	JPMorgan Mid Cap Value Fund Class R6	19.13%	—	Nov 1997
FLMVX	JPMorgan Mid Cap Value Fund	19.01%	—	Nov 1997

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Top Mutual funds Comparisons

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