Morningstar

JPMorgan Mutual Funds

View all of JPMorgan’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

JPMorgan Mutual Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

1 to 15 of 15 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Morningstar Analyst Report
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
JPMorgan Developed International Value Fund Class IJIESXForeign Large Value
Get the Report 12.17%450.750%Below AverageInstitutional$1M
JPMorgan Developed International Value Fund Class AJFEAXForeign Large Value
Get the Report 11.96%481.000%Below AverageFront Load$1,000
JPMorgan Developed International Value Fund Class R6JNVMXForeign Large Value
Get the Report 12.27%440.550%LowRetirement, Large$15M
JPMorgan SmartRetirement® Blend Income Fund Class IJIJSXTarget-Date Retirement
Get the Report 3.92%100.420%Above AverageInstitutional$1M
JPMorgan Tax Aware Real Return Fund Class ITXRIXMuni National Interm— Get the Report −2.35%220.450%Below AverageInstitutional$1M
JPMorgan Developed International Value Fund Class R5JPVRXForeign Large Value
Get the Report 12.22%440.650%Below AverageRetirement, Large$0
JPMorgan Global Bond Opportunities Fund Class AGBOAXGlobal Bond-USD Hedged
Get the Report −1.63%620.900%Below AverageFront Load$1,000
JPMorgan SmartRetirement® Blend Income Fund Class R5JIBBXTarget-Date Retirement
Get the Report 4.03%90.270%Below AverageRetirement, Large$0
JPMorgan SmartRetirement® Blend Income Fund Class R4JITKXTarget-Date Retirement
Get the Report 3.93%100.420%Above AverageRetirement, Large$0
JPMorgan Global Bond Opportunities Fund Class IGBOSXGlobal Bond-USD Hedged
Get the Report −1.44%510.650%AverageInstitutional$1M
JPMorgan Developed International Value Fund Class LJNUSXForeign Large Value
Get the Report 12.29%430.790%AverageRetirement, Large$3M
JPMorgan Global Bond Opportunities Fund Class CGBOCXGlobal Bond-USD Hedged
Get the Report −1.93%791.300%LowLevel Load$1,000
JPMorgan SmartRetirement® Blend Income Fund Class R6JIYBXTarget-Date Retirement
Get the Report 4.08%90.170%LowRetirement, Large$5M
JPMorgan Global Bond Opportunities Fund Class R6GBONXGlobal Bond-USD Hedged
Get the Report −1.43%500.500%LowRetirement, Large$15M
JPMorgan Tax Aware Real Return Fund Class R6TXRRXMuni National Interm— Get the Report −2.17%160.350%Below AverageRetirement, Large$15M

JPMorgan Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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