JPMorgan Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-0.237.6614.72-4.938.29
    Category Average-1.317.9713.86-5.418.16
    Assets for Each Yr*311.48321.93366.52334.96363.06
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 8.29 9.81 5.93

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $363,061 mil $0 18.70 81.30
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 38.74 1.01 Average
    International Stock 3.3 7.17 0.91 Below Avg
    Municipal Bond 3.5 3.17 0.68 Average
    Taxable Bond 2.9 26.04 0.81 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Alphabet Inc Class C* Technology 15.76 0.52
    Bank of America Corporation* Financial Services 20.94 0.50
    Pfizer Inc* Healthcare -2.27 0.44
    UnitedHealth Group Inc* Healthcare 3.58 0.44
    Mastercard Inc A* Financial Services 22.63 0.35
    Salesforce.com Inc* Technology 19.68 0.30
    Texas Instruments Inc* Technology 17.24 0.30
    Alphabet Inc A* Technology 15.07 0.28
    Xcel Energy Inc* Utilities 13.79 0.27
    NextEra Energy Inc* Utilities 9.16 0.26
    Honeywell International Inc* Industrials 19.63 0.25
    Johnson & Johnson* Healthcare 7.97 0.25
    Netflix Inc* Consumer Cyclical 34.04 0.25
    Norfolk Southern Corp* Industrials 20.13 0.25
    Verizon Communications Inc* Communication Services 3.35 0.25
    Wells Fargo & Co* Financial Services 12.54 0.25
    Boeing Co* Industrials 16.43 0.24
    Comcast Corp Class A* Communication Services 16.83 0.23
    Coca-Cola Co* Consumer Defensive -2.94 0.22
    AutoZone Inc* Consumer Cyclical 16.78 0.21

    Worst 5-Year Relative Performance | More
    03-19-19

    Highest Expenses | More
    03-19-19

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    JPMorgan High Yield William J. Morgan 20.30
    JPMorgan Mid Cap Val Jonathan K.L. Simon 17.80
    JPMorgan Growth Adva Timothy RV Parton 17.20
    Undiscovered Manager Russell J. Fuller 16.90
    JPMorgan Equity Inco Clare Hart 14.60

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    JPMorgan Internation Helge Skibeli 0.60
    JPMorgan Internation Michael Barakos 0.80
    JPMorgan SmartSpendi Anne Lester 1.20
    JPMorgan Short Durat Cary J. Fitzgerald 1.50
    JPMorgan Global Unco Alex Stanic 1.60