JPMorgan is a well-known global financial management company. The company pioneered innovative, inflation-protected municipal products. Its primary principle is to understand the needs of its clients and advice the best investment solutions for surplus returns.
It has a legacy of investment management since 1865. Also, JPMorgan is one of the major mutual fund managers in the United States and prides itself as the nation’s leader in equity fund flows. JPMorgan offers managed accounts and retirement products.
Below we share with you three top-ranked JPMorgan mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of JPMorgan funds.
JPMorgan Small Cap Growth Fund A PGSGX invests the lion’s share of its assets in securities issued by small-cap companies. These are companies with market capitalization equivalent to those listed on the Russell 2000 Growth Index stocks and lesser than $4 billion at the time of purchase. The fund seeks capital appreciation for the long run. JPMorgan Small Cap Growth Fund A has three-year annualized returns of 15.2%.
Greg Tuorto has been the fund manager of PGSGX since 2016.
JPMorgan Intrepid Value R5 JIVRX invests a large chunk of its assets in equity securities of mid- and large-cap companies. The fund invests in a wide variety of equity securities that the fund adviser considers as having strong momentum, high quality and attractive valuations. JIVRX seeks capital growth for the long run. JPMorgan Intrepid Value R5 has three-year annualized returns of 7.1%.
As of March 2018, JIVRX held 124 issues, with 4.03% of its assets invested in Bank of America Corporation.
JPMorgan Emerging Markets Equity Fund A JFAMX seeks to offer a high level of returns. JFAMX primarily invests in equity securities issued by companies based in emerging markets. The fund may invest in securities denominated in U.S. dollars, euro, yen and pound sterling. JPMorgan Emerging Markets Equity Fund A has returned 8% over the last three years.
JFAMX has an expense ratio of 1.35% compared with the category average of 1.39%.
To view the Zacks Rank and past performance of all JPMorgan mutual funds, investors can click here to see the complete list of JPMorgan funds.
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