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
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	Sep 17, 1993	0.44%	-6.89%	14.84%	6.39%	25
JUESX	JPMorgan US Equity Fund Class I	Large Cap Blend Equities	—	0.69%	-6.93%	14.54%	6.17%	23
JUSSX	JPMorgan U.S. Small Company Fund	Small Cap Blend Equities	Nov 4, 1993	0.81%	1.85%	10.27%	8.03%	51
JVASX	JPMorgan Value Advantage Fund	Large Cap Value Equities	Feb 28, 2005	0.79%	-0.22%	10.93%	12.73%	15
OGEAX	JPMorgan Equity Index Fund Class A	Large Cap Blend Equities	Feb 18, 1992	0.45%	-3.92%	13.63%	0.77%	45
OGIAX	JPMorgan Investor Balanced A	Diversified Portfolio	Feb 5, 1998	0.97%	-1.56%	7.77%	5.50%	55
OGLVX	JPMorgan Short Duration Bond A	Short-Term Bond	Mar 8, 1996	0.59%	-0.12%	2.02%	3.65%	94
OGVCX	JPMorgan Government Bond Fund Class C	Government Bonds	—	1.39%	-0.42%	0.37%	2.34%	19
OHYFX	JPMorgan High Yield Fund	High Yield Bonds	Nov 13, 1998	0.65%	-0.37%	5.37%	6.02%	92
OIBFX	JPMorgan Investor Balanced Fund	Diversified Portfolio	Dec 9, 1996	0.32%	-1.56%	7.40%	5.68%	55
OIEIX	JPMorgan Equity Income Fund Class A	Dividend	—	0.95%	1.72%	11.13%	10.68%	34
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	Jul 2, 1987	0.45%	1.88%	11.69%	10.91%	37
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	Feb 28, 1992	1.01%	-7.70%	17.78%	12.80%	19
OLVAX	JPMorgan Large Cap Value Fund Class A	Large Cap Value Equities	Feb 18, 1992	0.93%	-0.61%	12.65%	7.59%	36
ONCFX	JPMorgan Investor Conservative Growth Fund	Diversified Portfolio	Dec 9, 1996	0.32%	-0.68%	5.30%	4.47%	68
ONGAX	JPMorgan Investor Growth Fund Class A	Large Cap Growth Equities	Oct 12, 1996	0.97%	-1.97%	10.70%	3.42%	46
ONGFX	JPMorgan Investor Growth & Income Fund	Diversified Portfolio	Dec 9, 1996	0.32%	-1.80%	9.13%	4.65%	51
ONGIX	JPMorgan Investor Growth and Income Fund Class A	Diversified Portfolio	Dec 10, 1996	0.95%	-1.80%	8.95%	4.35%	48
ONIFX	JPMorgan Investor Growth Fund	Diversified Portfolio	Dec 9, 1996	0.32%	-1.97%	10.98%	3.46%	49
OSGIX	JPMorgan Mid Cap Growth Fund Class A	Mid Cap Growth Equities	Sep 21, 1994	1.14%	-4.84%	12.73%	12.94%	18

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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