JPMorgan Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return6.85-0.237.6614.72-0.46
    Category Average5.33-1.327.9213.87-0.54
    Assets for Each Yr*292.71311.53322.02366.69366.10
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -0.46 6.23 7.23

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $366,101 mil $0 20.28 79.72
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 38.39 1.02 Average
    International Stock 3.0 8.90 1.09 Average
    Municipal Bond 3.6 3.04 0.68 Average
    Taxable Bond 3.4 25.13 0.81 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-24-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 11.98 0.82
    Microsoft Corp* Technology 15.91 0.80
    Amazon.com Inc* Consumer Cyclical 37.08 0.67
    Bank of America Corporation* Financial Services 2.74 0.62
    Alphabet Inc C* Technology 3.14 0.53
    The Home Depot Inc* Consumer Cyclical -0.71 0.43
    UnitedHealth Group Inc* Healthcare 10.44 0.42
    Pfizer Inc* Healthcare 0.97 0.38
    Visa Inc Class A* Financial Services 16.04 0.33
    Wells Fargo & Co* Financial Services -8.60 0.31
    Citigroup Inc* Financial Services -5.99 0.30
    Johnson & Johnson* Healthcare -11.90 0.29
    Facebook Inc A* Technology 5.37 0.29
    Alphabet Inc A* Technology 3.04 0.27
    Mastercard Inc A* Financial Services 27.12 0.27
    Occidental Petroleum Corp* Energy 14.89 0.27
    Texas Instruments Inc* Technology 7.23 0.27
    Analog Devices Inc* Technology 7.29 0.25
    NVIDIA Corp* Technology 28.16 0.24
    Xcel Energy Inc* Utilities -6.01 0.24

    Best 5-Year Relative Performance | More
    05-24-18

    Worst 5-Year Relative Performance | More
    05-24-18

    Lowest Expenses | More
    05-24-18

    Longest Manager Tenure | More
    05-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    JPMorgan High Yield William J. Morgan 19.50
    JPMorgan Growth Adva Timothy RV Parton 16.40
    Undiscovered Manager Russell J. Fuller 16.10
    JPMorgan Growth And Jonathan K.L. Simon 15.30
    JPMorgan Mid Cap Val Jonathan K.L. Simon 15.30

    Shortest Manager Tenure | More
    05-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    JPMorgan Internation Michael Barakos 0.00
    JPMorgan Short Durat Cary J. Fitzgerald 0.70
    JPMorgan Internation Georgina Perceval Ma 0.80
    JPMorgan SmartSpendi Eric J. Bernbaum 1.40
    JPMorgan Global Unco Sam Witherow 1.70