JPMorgan Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return14.256.73-0.227.533.83
    Category Average13.385.25-1.337.833.54
    Assets for Each Yr*246.97298.95318.41328.86340.26
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 3.83 5.38 7.37

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $340,264 mil $1,000 23.13 76.87
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 38.36 1.04 Average
    International Stock 3.3 7.63 1.17 Average
    Municipal Bond 3.4 2.76 0.79 Average
    Taxable Bond 3.5 27.27 0.81 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-27-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 5.39 0.72
    Apple Inc* Technology 22.13 0.67
    Alphabet Inc C* Technology 6.18 0.57
    Amazon.com Inc* Consumer Cyclical 12.93 0.50
    Wells Fargo & Co* Financial Services 1.20 0.49
    Bank of America Corporation* Financial Services 4.55 0.46
    UnitedHealth Group Inc* Healthcare 3.24 0.44
    The Home Depot Inc* Consumer Cyclical 10.20 0.42
    Pfizer Inc* Healthcare 6.22 0.41
    Facebook Inc A* Technology 21.96 0.40
    Honeywell International Inc* Industrials 8.04 0.35
    Comcast Corp Class A* Communication Services 7.49 0.32
    Citigroup Inc* Financial Services -1.58 0.28
    Exxon Mobil Corp* Energy -9.15 0.28
    Visa Inc Class A* Financial Services 14.22 0.27
    Texas Instruments Inc* Technology 11.05 0.25
    The Hartford Financial Services * Financial Services 0.06 0.24
    Charles Schwab Corp* Financial Services 0.08 0.24
    Delta Air Lines Inc* Industrials -5.87 0.24
    PepsiCo Inc* Consumer Defensive 7.60 0.23

    Best 5-Year Relative Performance | More
    03-27-17

    Worst 5-Year Relative Performance | More
    03-27-17

    Highest Expenses | More
    03-27-17

    Longest Manager Tenure | More
    03-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    JPMorgan High Yield William J. Morgan 18.40
    JPMorgan OH Municipa David Sivinski 16.60
    JPMorgan Treasury & Scott E. Grimshaw 16.00
    JPMorgan Growth Adva Timothy RV Parton 15.20
    Undiscovered Manager Russell J. Fuller 15.00

    Shortest Manager Tenure | More
    03-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    JPMorgan Dynamic Gro Joseph Wilson 0.30
    JPMorgan SmartRetire Eric J. Bernbaum 0.60
    JPMorgan SmartRetire Eric J. Bernbaum 0.60
    JPMorgan Ultra-Short James Ahn 0.80
    JPMorgan Core Bond S Richard D. Figuly 1.10