JPMorgan Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-0.237.6614.72-4.93--
    Category Average-1.317.9713.86-5.412.94
    Assets for Each Yr*311.48321.93366.52334.96334.96
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -4.93 5.50 4.60

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $334,960 mil $0 19.17 80.83
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 37.44 1.01 Average
    International Stock 3.3 7.32 0.91 Below Avg
    Municipal Bond 3.5 3.17 0.68 Average
    Taxable Bond 3.0 26.95 0.81 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 6.05 1.01
    Amazon.com Inc* Consumer Cyclical 12.93 0.78
    Bank of America Corporation* Financial Services 18.91 0.50
    UnitedHealth Group Inc* Healthcare 6.58 0.50
    Merck & Co Inc* Healthcare -0.71 0.36
    Johnson & Johnson* Healthcare 1.27 0.35
    Mastercard Inc A* Financial Services 7.25 0.33
    The Home Depot Inc* Consumer Cyclical 4.52 0.31
    Verizon Communications Inc* Communication Services 2.62 0.30
    Texas Instruments Inc* Technology 5.21 0.29
    Wells Fargo & Co* Financial Services 8.53 0.29
    Netflix Inc* Consumer Cyclical 26.69 0.24
    Boston Scientific Corp* Healthcare 6.65 0.20
    Morgan Stanley* Financial Services 10.19 0.19
    PayPal Holdings Inc* Financial Services 8.36 0.19
    Citigroup Inc* Financial Services 21.24 0.17
    Intuitive Surgical Inc* Healthcare 13.29 0.17
    PNC Financial Services Group Inc* Financial Services 7.95 0.17
    SunTrust Banks Inc* Financial Services 20.38 0.17
    Becton, Dickinson and Co* Healthcare 7.44 0.16

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    JPMorgan High Yield William J. Morgan 20.20
    JPMorgan Growth Adva Timothy RV Parton 17.10
    Undiscovered Manager Russell J. Fuller 16.80
    JPMorgan Growth And Jonathan K.L. Simon 16.00
    JPMorgan Mid Cap Val Jonathan K.L. Simon 16.00

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    JPMorgan Internation Jeroen Huysinga 0.70
    JPMorgan Internation Michael Barakos 0.70
    JPMorgan Short Durat Cary J. Fitzgerald 1.30
    JPMorgan SmartSpendi Eric J. Bernbaum 2.10
    JPMorgan Global Unco Sam Witherow 2.40