JPMorgan Fund Family Report
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  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return14.626.72-0.237.556.51
    Category Average13.765.24-1.327.875.90
    Assets for Each Yr*246.07298.12317.65328.15344.77
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 6.51 5.76 8.41

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $344,765 mil $0 22.49 77.51
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.3 38.06 1.04 Average
    International Stock 3.1 8.15 1.17 Average
    Municipal Bond 3.4 3.29 0.78 Average
    Taxable Bond 3.6 26.21 0.80 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-27-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 25.13 0.86
    Microsoft Corp* Technology 12.63 0.73
    Alphabet Inc C* Technology 20.15 0.62
    Amazon.com Inc* Consumer Cyclical 30.26 0.54
    UnitedHealth Group Inc* Healthcare 16.21 0.48
    Bank of America Corporation* Financial Services 5.97 0.48
    The Home Depot Inc* Consumer Cyclical 14.87 0.45
    Pfizer Inc* Healthcare 5.94 0.42
    Wells Fargo & Co* Financial Services -2.16 0.42
    Facebook Inc A* Technology 30.88 0.40
    Citigroup Inc* Financial Services 8.62 0.30
    Honeywell International Inc* Industrials 15.89 0.30
    Visa Inc Class A* Financial Services 22.06 0.29
    Comcast Corp Class A* Communication Services 14.14 0.27
    Texas Instruments Inc* Technology 6.82 0.27
    Alphabet Inc A* Technology 19.64 0.26
    Walt Disney Co* Consumer Cyclical 1.14 0.25
    Johnson & Johnson* Healthcare 18.61 0.25
    Exxon Mobil Corp* Energy -8.45 0.24
    The Hartford Financial Services * Financial Services 10.51 0.24

    Best 5-Year Relative Performance | More
    06-27-17

    Worst 5-Year Relative Performance | More
    06-27-17

    Highest Expenses | More
    06-27-17

    Longest Manager Tenure | More
    06-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    JPMorgan High Yield William J. Morgan 18.60
    JPMorgan Ohio Munici David Sivinski 16.80
    JPMorgan Treasury & Scott E. Grimshaw 16.20
    JPMorgan Growth Adva Timothy RV Parton 15.50
    Undiscovered Manager Russell J. Fuller 15.20

    Shortest Manager Tenure | More
    06-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    JPMorgan Dynamic Gro Joseph Wilson 0.50
    JPMorgan SmartRetire Eric J. Bernbaum 0.80
    JPMorgan SmartRetire Eric J. Bernbaum 0.80
    JPMorgan Ultra-Short James Ahn 1.10
    JPMorgan Intrepid In Zenah Shuhaiber 1.30