Credit: Shutterstock photoWith around $1.7 trillion worth of assets under management, JPMorgan is one of the best financial management companies in the world. The company has a legacy of investment management experience since 1865. It is the eighth-largest mutual fund firm in the U.S. It also prides itself as the leader in U.S. equity fund flows. JPMorgan offers managed accounts and retirement products. The company has pioneered the introduction of innovative, inflation-protected municipal products.
Below we share with you 3 top-rated JPMorgan mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and we expect the fund to outperform its peers in the future. To view the Zacks Rank and past performance of all JPMorgan mutual funds, investors can click here to see the complete list of JPMorgan funds .
JPMorgan Core Bond R5JCBRX seeks a high level of current income. JCBRX invests a large portion of its assets in a wide range of long-term and intermediate debt securities. The fund normally invests in mortgage-backed securities, and government and corporate bonds. The JPMorgan Core Bond R5 returned 4.2% over the last one-year period.
JCBRX has an expense ratio of 0.44% as compared to the category average of 0.80%.
JPMorgan Intrepid Growth R5JGIRX invests the majority of its assets in equity securities of large- and mid-cap companies. JGIRX seeks capital growth over the long run. The fund generally invests in those securities which are expected to have high quality and attractive valuations. The JPMorgan Intrepid Growth R5 returned 6.8% over the last one-year period.
Jason Alonzo is one of the fund managers of JGIRX since 2005.
JPMorgan US Small Company AJTUAX seeks total return. JTUAX invests a bulk of its assets in equity securities of small-cap U.S. companies. These small-cap companies have market capitalization similar to those listed on the Russell 2000 Index during the time of purchase. The JPMorgan US Small Company A fund returned 9.3% over the last one-year period.
As of August 2016, JTUAX held 386 issues, with 1.49% of its assets invested in Take-Two Interactive Software Inc.
To view the Zacks Rank and past performance of all JPMorgan mutual funds, investors can click here to see the complete list of JPMorgan funds .
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Get Your Free (JCBRX): Fund Analysis Report
Get Your Free (JGIRX): Fund Analysis Report
Get Your Free (JTUAX): Fund Analysis Report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
