JPMorgan Mutual Funds List

Number of Funds: 124
Avg. Expense Ratio: 0.65%
Avg. 1 Year Return: 17.86%
Avg. 5 Year Return: 7.32%
Median Risk/Return Score: 48 / 100

114 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
TXRIX	JPMorgan Tax Aware Real Return Fund	Municipal Bonds	Aug 30, 2005	0.49%	2.02%	—	3.20%	80
UBVSX	JPMorgan Undiscovered Managers Behavioral Value Fu...	Small Cap Value Equities	Apr 30, 2013	0.99%	7.18%	9.75%	8.73%	15
USMSX	JPMorgan Ultra-Short Municipal Fund	Municipal Bonds	May 31, 2016	0.45%	0.72%	—	2.33%	99
USMTX	JPMorgan Ultra-Short Municipal Fund	Municipal Bonds	May 30, 2016	0.24%	0.89%	—	2.52%	99
VANTX	JPMorgan New York Tax Free Bond Fund	Municipal Bonds	Feb 15, 2001	0.95%	1.15%	1.43%	3.12%	64
VEUAX	JPMorgan Europe Dynamic Fund	Europe Equities	Nov 1, 1995	1.25%	5.27%	8.99%	3.27%	16
VGRIX	JPMorgan U.S. Value Fund	Large Cap Value Equities	Sep 23, 1987	0.94%	10.40%	12.10%	4.71%	65
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	Oct 29, 1999	1.04%	6.63%	19.05%	11.91%	21
VSCOX	JPMorgan Small Cap Blend Fund	Small Cap Growth Equities	May 19, 1997	1.24%	16.38%	13.05%	4.87%	40
VSEAX	JPMorgan Small Cap Equity Fund	Small Cap Blend Equities	Dec 20, 1994	1.27%	8.87%	8.54%	23.37%	9
VSIEX	JPMorgan International Equity Fund	Foreign Large Cap Equities	Dec 31, 1996	0.70%	8.34%	8.67%	5.92%	14
VSNGX	JPMorgan Mid Cap Equity Fund	Mid Cap Growth Equities	Dec 31, 1996	0.89%	7.61%	11.54%	5.72%	21
WOBDX	JPMorgan Core Bond Fund	Intermediate Core Bond	May 31, 1991	0.50%	0.25%	1.92%	4.07%	18
WOOPX	JPMorgan SMID Cap Equity Fund	Mid Cap Blend Equities	May 31, 1991	0.84%	8.28%	7.38%	6.45%	8

Explore top JPMorgan Mutual Fund Categories and Asset Classes

JPMorgan Equity Mutual funds JPMorgan Multi-Asset Mutual funds JPMorgan Bond Mutual funds JPMorgan Alternatives Mutual funds JPMorgan Target Retirement Date Mutual funds JPMorgan Large Cap Growth Equities Mutual funds JPMorgan Diversified Portfolio Mutual funds JPMorgan Large Cap Blend Equities 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
JEMWX	JPMorgan Emerging Markets Equity Fund Class R6	90	—	Dec 2013
JMIEX	JPMorgan Emerging Markets Equity Fund	90	—	Nov 1993

Best-Performing JPMorgan Mutual funds Over 5 Years

The top JPMorgan Mutual funds is JPGSX (17.17%). Across the lineup, JPMorgan Mutual funds show an average 1-year return of 17.86% and an average 5-year return of 7.32%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
JPGSX	JPMorgan U.S. GARP Equity Fund	17.17%	—	Feb 2003
JIGAX	JPMorgan U.S. GARP Equity Fund Class A	16.94%	—	Feb 2005
JLPSX	JPMorgan U.S. Large Cap Core Plus Fund	15.44%	—	Nov 2005
JDEUX	JPMorgan U.S. Research Enhanced Equity Fund	14.83%	—	Mar 2003
JDESX	JPMorgan U.S. Research Enhanced Equity Fund	14.72%	—	Sep 2001

Lowest-Cost JPMorgan Mutual funds

The top JPMorgan Mutual funds is JSRSX (0.22%). 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
JSRSX	JPMorgan SmartRetirement Income Fund	0.22%	—	May 2006
USMTX	JPMorgan Ultra-Short Municipal Fund	0.24%	—	May 2016
JSASX	JPMorgan SmartRetirement 2045 Fund	0.25%	—	Jul 2007
JTSSX	JPMorgan SmartRetirement 2050 Fund	0.25%	—	Jul 2007
JNSSX	JPMorgan SmartRetirement 2025 Fund	0.25%	—	Jul 2007

Highest-Yield JPMorgan Mutual funds

The top JPMorgan Mutual funds is VSEAX (23.37%). Across the lineup, JPMorgan Mutual funds show an average dividend yield of 5.81%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
VSEAX	JPMorgan Small Cap Equity Fund	23.37%	—	Dec 1994
JMVYX	JPMorgan Mid Cap Value Fund Class R6	19.70%	—	Nov 1997
FLMVX	JPMorgan Mid Cap Value Fund	19.57%	—	Nov 1997
JGACX	JPMorgan Growth Advantage Fund	16.19%	—	May 2006
JPDVX	JPMorgan Diversified Fund	13.54%	—	Sep 1993

Top Mutual funds Issuers

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Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.