JPMorgan Fund Family Report
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  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return6.83-0.227.6614.72-0.45
    Category Average5.32-1.307.9113.88-0.54
    Assets for Each Yr*291.82310.64320.96365.52364.98
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -0.45 6.23 7.23

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $364,976 mil $0 20.40 79.60
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 38.28 1.03 Average
    International Stock 3.0 8.92 1.09 Average
    Municipal Bond 3.6 3.05 0.68 Average
    Taxable Bond 3.4 25.13 0.81 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-18-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 10.90 0.82
    Microsoft Corp* Technology 13.63 0.80
    Amazon.com Inc* Consumer Cyclical 34.62 0.67
    Bank of America Corporation* Financial Services 2.91 0.62
    Alphabet Inc C* Technology 1.91 0.53
    The Home Depot Inc* Consumer Cyclical -0.57 0.43
    UnitedHealth Group Inc* Healthcare 11.31 0.42
    Pfizer Inc* Healthcare 0.28 0.38
    Visa Inc Class A* Financial Services 14.32 0.33
    Wells Fargo & Co* Financial Services -10.20 0.31
    Facebook Inc A* Technology 3.52 0.30
    Citigroup Inc* Financial Services -5.12 0.30
    Johnson & Johnson* Healthcare -10.48 0.29
    Texas Instruments Inc* Technology 7.03 0.28
    Alphabet Inc A* Technology 1.54 0.27
    Mastercard Inc A* Financial Services 26.12 0.27
    Occidental Petroleum Corp* Energy 17.01 0.27
    Analog Devices Inc* Technology 7.11 0.25
    Chevron Corp* Energy 3.92 0.25
    NVIDIA Corp* Technology 27.18 0.24

    Best 5-Year Relative Performance | More
    05-18-18

    Worst 5-Year Relative Performance | More
    05-18-18

    Longest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    JPMorgan High Yield William J. Morgan 19.50
    JPMorgan Growth Adva Timothy RV Parton 16.40
    Undiscovered Manager Russell J. Fuller 16.10
    JPMorgan Growth And Jonathan K.L. Simon 15.30
    JPMorgan Mid Cap Val Jonathan K.L. Simon 15.30

    Shortest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    JPMorgan Short Durat Cary J. Fitzgerald 0.60
    JPMorgan Internation Georgina Perceval Ma 0.80
    JPMorgan SmartSpendi Eric J. Bernbaum 1.40
    JPMorgan Global Unco Sam Witherow 1.70
    JPMorgan SmartRetire Eric J. Bernbaum 1.70