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
JNUSX	JPMorgan International Value Fund	Foreign Large Cap Equities	Nov 3, 1993	0.63%	6.34%	10.64%	2.74%	94
JNVMX	JPMorgan Developed International Value Fund Class ...	Foreign Large Cap Equities	Dec 1, 2010	0.55%	6.33%	10.76%	2.85%	94
JOBEX	JPMorgan SmartRetirement Blend 2040 Fund	Target Retirement Date	Jul 1, 2012	0.30%	-0.22%	9.55%	2.50%	65
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	Mar 30, 2022	0.59%	-0.82%	—	5.21%	80
JPDVX	JPMorgan Diversified Fund	Diversified Portfolio	Sep 9, 1993	0.60%	-3.31%	7.71%	14.10%	27
JPGSX	JPMorgan U.S. GARP Equity Fund	Large Cap Growth Equities	Feb 28, 2003	0.59%	-7.64%	16.56%	7.94%	46
JPHSX	JPMorgan Floating Rate Income Fund	Bank Loan	May 31, 2011	0.75%	-0.59%	3.87%	7.04%	13
JPICX	JPMorgan California Tax Free Bond Fund	Municipal Bonds	Dec 22, 1996	0.70%	-0.39%	1.46%	3.01%	32
JPPEX	JPMorgan Mid Cap Equity Fund Class R6	Mid Cap Blend Equities	—	0.64%	0.28%	11.31%	6.43%	21
JPSRX	JPMorgan SmartRetirement Blend 2035 Fund	Target Retirement Date	Jul 1, 2012	0.29%	-0.18%	9.56%	2.87%	68
JPTBX	JPMorgan SmartRetirement Blend 2055 Fund	Target Retirement Date	Jul 1, 2012	0.33%	-0.31%	10.13%	2.23%	62
JPVRX	JPMorgan Developed International Value Fund Class ...	Foreign Large Cap Equities	—	0.65%	6.28%	—	2.81%	94
JRBEX	JPMorgan SmartRetirement Blend 2030 Fund	Target Retirement Date	Jul 1, 2012	0.32%	-0.14%	7.90%	3.06%	69
JSASX	JPMorgan SmartRetirement 2045 Fund	Target Retirement Date	Jul 30, 2007	0.25%	-1.11%	10.87%	5.35%	50
JSDSX	JPMorgan Short Duration Core Plus Fund	Short-Term Bond	Mar 1, 2013	0.60%	-0.19%	3.60%	3.92%	93
JSDUX	JPMorgan Short Duration Bond Fund Class R6	Short-Term Bond	Feb 22, 2005	0.28%	-0.07%	2.37%	3.93%	96
JSMSX	JPMorgan SmartRetirement 2030 Fund	Target Retirement Date	May 14, 2006	0.25%	-0.71%	9.34%	5.89%	58
JSOSX	JPMorgan Strategic Income Opportunities Fund Class...	Total Bond Market	Oct 10, 2008	0.77%	0.50%	3.33%	3.74%	100
JSRSX	JPMorgan SmartRetirement Income Fund	Target Retirement Date	May 14, 2006	0.22%	-0.43%	6.75%	4.84%	65
JTSSX	JPMorgan SmartRetirement 2050 Fund	Target Retirement Date	Jul 30, 2007	0.25%	-1.19%	10.00%	5.22%	50

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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