JPMorgan Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-0.237.6614.72-4.9313.28
    Category Average-1.358.1313.78-5.4711.99
    Assets for Each Yr*311.13321.46366.14334.81371.90
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 13.28 7.93 6.03

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $371,902 mil $0 18.72 81.28
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 37.88 0.99 Average
    International Stock 3.1 6.86 0.95 Below Avg
    Municipal Bond 3.4 3.37 0.63 Below Avg
    Taxable Bond 3.4 23.27 0.82 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Worst 5-Year Relative Performance | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    JPMorgan Mid Cap Val Jonathan K.L. Simon 18.30
    JPMorgan Growth Adva Timothy RV Parton 17.70
    JPMorgan Equity Inco Clare Hart 15.10
    JPMorgan Large Cap G Giri K Devulapally 15.10
    JPMorgan Limited Dur Michael J. Sais 15.10

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    JPMorgan Short Durat Toby Maczka 0.30
    JPMorgan Internation Demetris Georghiou 0.50
    JPMorgan Emerging Mk Anuj Arora 0.80
    JPMorgan Equity Prem Hamilton Reiner 1.00
    JPMorgan Internation Michael Barakos 1.30