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
OSTAX	JPMorgan Short-Intermediate Municipal Bond Fund	Municipal Bonds	May 3, 1998	0.87%	0.01%	1.14%	2.39%	63
OSTCX	JPMorgan Short Duration Bond Fund Class C	Short-Term Bond	Sep 4, 1990	1.09%	-0.21%	1.52%	3.16%	91
PGBOX	JPMorgan Core Bond Fund	Intermediate Core Bond	May 1, 1992	0.70%	-0.27%	1.72%	3.46%	26
PGSGX	JPMorgan Small Cap Growth Fund	Small Cap Growth Equities	Jul 1, 1991	1.24%	-0.11%	11.56%	7.40%	31
PMBAX	JPMorgan Tax Free Bond Fund	Municipal Bonds	Feb 29, 1988	0.67%	-0.55%	1.53%	3.31%	15
PSOPX	JPMorgan Small Cap Value Fund	Small Cap Value Equities	Jan 27, 1995	0.94%	4.67%	9.54%	8.86%	59
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	Feb 28, 1992	0.69%	-7.65%	18.06%	12.39%	19
SMTSX	JPMorgan SmartRetirement 2040 Fund	Target Retirement Date	May 14, 2006	0.25%	-0.97%	9.45%	5.84%	52
SRJSX	JPMorgan SmartRetirement 2035 Fund	Target Retirement Date	Jul 30, 2007	0.25%	-0.84%	8.70%	5.90%	54
TXRIX	JPMorgan Tax Aware Real Return Fund	Municipal Bonds	Aug 30, 2005	0.49%	0.03%	—	3.22%	32
UBVFX	Undiscovered Managers Behavioral Value Fund Class ...	Large Cap Value Equities	Apr 30, 2013	0.80%	2.97%	9.97%	9.22%	12
UBVSX	JPMorgan Undiscovered Managers Behavioral Value Fu...	Small Cap Value Equities	Apr 30, 2013	0.99%	2.93%	9.73%	9.09%	12
USMSX	JPMorgan Ultra-Short Municipal Fund	Municipal Bonds	May 31, 2016	0.45%	0.29%	—	2.36%	99
USMTX	JPMorgan Ultra-Short Municipal Fund	Municipal Bonds	May 30, 2016	0.24%	0.42%	—	2.55%	99
VANTX	JPMorgan New York Tax Free Bond Fund	Municipal Bonds	Feb 15, 2001	0.95%	-0.27%	1.35%	3.10%	24
VEUAX	JPMorgan Europe Dynamic Fund	Europe Equities	Nov 1, 1995	1.25%	0.72%	8.79%	3.42%	69
VGRIX	JPMorgan U.S. Value Fund	Large Cap Value Equities	Sep 23, 1987	0.94%	1.01%	11.42%	5.15%	31
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	Oct 29, 1999	1.04%	-7.76%	17.69%	13.76%	28
VSCOX	JPMorgan Small Cap Blend Fund	Small Cap Growth Equities	May 19, 1997	1.24%	0.88%	12.32%	5.62%	21
VSEAX	JPMorgan Small Cap Equity Fund	Small Cap Blend Equities	Dec 20, 1994	1.27%	-1.51%	7.93%	25.84%	6

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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