JPMorgan Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return6.81-0.227.6414.71--
    Category Average5.30-1.327.9613.851.51
    Assets for Each Yr*292.94311.60321.62366.24366.24
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 14.71 7.20 8.58

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $366,235 mil $0 21.37 78.63
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 39.09 1.03 Average
    International Stock 2.9 8.58 1.09 Average
    Municipal Bond 3.4 3.01 0.75 Average
    Taxable Bond 3.2 24.74 0.81 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-12-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 4.64 0.89
    Microsoft Corp* Technology 4.75 0.74
    Alphabet Inc C* Technology 7.25 0.56
    Amazon.com Inc* Consumer Cyclical 11.61 0.53
    Facebook Inc A* Technology 1.65 0.49
    Bank of America Corporation* Financial Services 5.66 0.49
    UnitedHealth Group Inc* Healthcare 3.71 0.47
    Wells Fargo & Co* Financial Services 3.10 0.43
    Pfizer Inc* Healthcare 0.88 0.42
    The Home Depot Inc* Consumer Cyclical 3.64 0.39
    Citigroup Inc* Financial Services 3.27 0.35
    Visa Inc Class A* Financial Services 5.32 0.31
    Comcast Corp Class A* Communication Services 6.36 0.28
    Honeywell International Inc* Industrials 3.72 0.28
    Texas Instruments Inc* Technology 7.93 0.27
    Johnson & Johnson* Healthcare 4.32 0.26
    Occidental Petroleum Corp* Energy 3.90 0.26
    The Hartford Financial Services * Financial Services -1.76 0.25
    Merck & Co Inc* Healthcare 4.25 0.24
    Morgan Stanley* Financial Services 5.05 0.24

    Worst 5-Year Relative Performance | More
    01-12-18

    Longest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    JPMorgan High Yield William J. Morgan 19.20
    JPMorgan Growth Adva Timothy RV Parton 16.00
    Undiscovered Manager Russell J. Fuller 15.80
    JPMorgan Growth And Jonathan K.L. Simon 15.00
    JPMorgan Mid Cap Val Jonathan K.L. Simon 15.00

    Shortest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    JPMorgan Short Durat Cary J. Fitzgerald 0.30
    JPMorgan Global Unco Sam Witherow 1.40
    JPMorgan SmartRetire Eric J. Bernbaum 1.40
    JPMorgan SmartRetire Eric J. Bernbaum 1.40
    JPMorgan Ultra-Short James Ahn 1.60