JPMorgan Fund Family Report
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  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return6.85-0.237.6614.720.64
    Category Average5.33-1.327.9213.870.67
    Assets for Each Yr*292.71311.53322.02366.69370.50
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 0.64 6.72 7.70

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $370,500 mil $0 19.88 80.12
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 39.08 1.02 Average
    International Stock 3.0 8.57 1.09 Average
    Municipal Bond 3.6 3.04 0.68 Average
    Taxable Bond 3.3 24.91 0.81 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-20-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 25.22 0.89
    Apple Inc* Technology 13.93 0.85
    Amazon.com Inc* Consumer Cyclical 55.09 0.75
    Bank of America Corporation* Financial Services 2.88 0.58
    UnitedHealth Group Inc* Healthcare 15.37 0.48
    Pfizer Inc* Healthcare 4.94 0.38
    The Home Depot Inc* Consumer Cyclical 7.90 0.38
    Facebook Inc A* Technology 18.97 0.37
    Visa Inc Class A* Financial Services 24.02 0.36
    Occidental Petroleum Corp* Energy 14.88 0.34
    Wells Fargo & Co* Financial Services -5.74 0.29
    Johnson & Johnson* Healthcare -8.68 0.28
    NVIDIA Corp* Technology 29.81 0.28
    Analog Devices Inc* Technology 10.94 0.26
    Citigroup Inc* Financial Services -6.11 0.26
    Merck & Co Inc* Healthcare 12.81 0.26
    Boeing Co* Industrials 21.50 0.25
    The Hartford Financial Services * Financial Services -6.11 0.25
    NextEra Energy Inc* Utilities 10.24 0.24
    Chevron Corp* Energy -0.54 0.23

    Best 5-Year Relative Performance | More
    07-20-18

    Worst 5-Year Relative Performance | More
    07-20-18

    Lowest Expenses | More
    07-20-18

    Highest Expenses | More
    07-20-18

    Longest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    JPMorgan High Yield William J. Morgan 19.70
    JPMorgan Growth Adva Timothy RV Parton 16.60
    Undiscovered Manager Russell J. Fuller 16.30
    JPMorgan Growth And Jonathan K.L. Simon 15.50
    JPMorgan Mid Cap Val Jonathan K.L. Simon 15.50

    Shortest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    JPMorgan Internation Michael Barakos 0.20
    JPMorgan Short Durat Cary J. Fitzgerald 0.80
    JPMorgan Internation Georgina Perceval Ma 1.00
    JPMorgan SmartSpendi Eric J. Bernbaum 1.60
    JPMorgan Global Unco Sam Witherow 1.90