Mutual Funds - Latest Summary ( 36 Funds, 229 Classes )


JPMorgan U.S. Value Fund

NA > NA

VGICX rank - 183 of 432

The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in attractively valued securi

YTD
3.49%
2024
11.04%

JPMorgan Equity Income Fund

NA > NA

OIEPX rank - 125 of 359

The fund seeks capital appreciation and current income by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in the equity securities o

YTD
-100%
2024
16.72%

JPMorgan US Large Cap Core Plus Fund

NA > NA

JLCAX rank - 379 of 432

The fund seeks to provide a high total return by investing in mega-and large-size companies in the United States.

Plus in the fund’s name refers to the additional return the fund endeavors to add both relative to the S&P 500 Index as well as relative to traditional strategies which do not have the ability to sell stock short.

The investment process starts with a li

YTD
2.06%
2024
20.75%

JPMorgan Research Market Neutral Fund

NA > NA

JMNAX rank - 179 of 432

The fund seeks capital appreciation in the long term by investing in mid- to large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team takes long and short positions in dif

YTD
0.07%
2024
8.87%

JPMorgan Opportunistic Equity Long-Short Fund

NA > NA

JOELX rank - 392 of 432

The fund seeks capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in long and short positions in equity securities.

The r

YTD
0%
2024
-100%

JPMorgan Hedged Equity Fund

NA > NA

JHQAX rank - 227 of 432

The fund seeks capital appreciation by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team utilizes an enhanced index strategy to invest in equi

YTD
1.15%
2024
17.31%

Undiscovered Managers Behavioral Value Fund

Small-Cap > Value

UBVAX rank - 0 of 340

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in stocks of comp

YTD
3.42%
2024
5.27%

JPMorgan Small Cap Value Fund

Small-Cap > Value

JSVPX rank - 237 of 340

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team utilizes a value-oriented approach to invest

YTD
-1.66%
2024
1.52%

JPMorgan Small Cap Growth Fund

Small-Cap > Growth

JGLYX rank - 209 of 425

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies that have a track record

YTD
4.71%
2024
11.91%

JPMorgan Small Cap Blend Fund

Small-Cap > Growth

JDSCX rank - 9 of 425

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in either growth or value securities.

YTD
-100%
2024
10.62%

JPMorgan US Small Company Fund

Small-Cap > Core

JSCSX rank - 183 of 433

The fund seeks high total return by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities of U.S. companies.

An issu

YTD
2.72%
2024
3.62%

JPMorgan Small Cap Equity Fund

Small-Cap > Core

JSECX rank - 268 of 433

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that are estimated to tr

YTD
-1.88%
2024
-11.91%

JPMorgan Small Cap Core Fund

Small-Cap > Core

JGAUX rank - 219 of 433

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team utilizes its proprietary stock ranking system

YTD
-100%
2024
4.55%

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on equity securities and equity-related ins

YTD
-100%
2024
4.13%

JPMorgan Emerging Markets Equity Fund

NA > NA

JFAMX rank - 351 of 446

The fund seeks to provide high total return by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on equity securities and equity-rela

YTD
1.46%
2024
1.94%

JPMorgan Europe Dynamic Fund

Multi-Cap > Growth

VEUAX rank - 58 of 221

The fund seeks total return by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies in Western Europe, and to a certain ext

YTD
-1.56%
2024
-0.3%

JPMorgan International Value Fund

Large-Cap > Value

JFEAX rank - 5 of 32

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies in foreign dev

YTD
5.6%
2024
5.04%

JPMorgan International Focus Fund

Multi-Cap > Core

IUAEX rank - 425 of 508

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies in foreign dev

YTD
-100%
2024
7.01%

JPMorgan International Research Enhanced Equity Fund

Large-Cap > Core

OEIAX rank - 11 of 111

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies domiciled in f

YTD
0%
2024
0%

JPMorgan International Equity Fund

Large-Cap > Core

JSEAX rank - 103 of 111

The fund seeks total return by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies in foreign developed markets and, oppor

YTD
-0.44%
2024
-1.62%

JPMorgan Realty Income Fund

NA > NA

JPINX rank - 173 of 175

The fund seeks high total investment return by investing in companies across any size in the United States.

The disciplined investment process is designed to highlight companies that invest in real estate investment trusts, including REITs with relatively small market capitalizations.

The fund may invest in both equity REITs and mortgage REITs. Equity REITs take owner-ship i

YTD
0%
2024
0%

JPMorgan Value Advantage Fund

Multi-Cap > Value

JGAQX rank - 23 of 172

The fund seeks total return in the long term by investing in companies across any size in the United States.

The investment process is designed to highlight companies in the benchmark index that are estimated to trade below their fair values.

Then the research team focuses on companies that have the potential to grow their intrinsic values per share and looks to buy them at

YTD
4.44%
2024
5.25%

JPMorgan Growth Advantage Fund

Multi-Cap > Growth

JGACX rank - 109 of 315

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is designed to highlight companies in the benchmark index that demonstrate potential for higher growth.

The process focuses on companies that have a track record or prospects for above-average growth.

Next, the team looks for c

YTD
5.6%
2024
20.61%

JPMorgan Equity Focus Fund

Multi-Cap > Core

JPFAX rank - 53 of 313

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Then the research team employs a process that combines research, valuation and s

YTD
0%
2024
-100%

JPMorgan Large Cap Value Fund

Large-Cap > Value

OLVAX rank - 34 of 377

The fund seeks primarily capital appreciation and secondarily current income by investing in large-size companies in the United States.

The investment process is designed to identify companies that are undervalued but which have the potential to increase their estimated intrinsic value per share.

Then the research team employs a three-step process that combines research, val

YTD
4.41%
2024
4.73%

JPMorgan US Equity Fund

Large-Cap > Core

JUEAX rank - 263 of 527

The fund seeks high total return by investing in mid-and large-size companies in the United States.

The investment process is designed to highlight the most undervalued stocks in each sector of the benchmark index. The aim of the process is to outperform the benchmark index.

The research team employs a three-step process that combines research, valuation and stock selection.

YTD
1.46%
2024
16.82%

JPMorgan Large Cap Growth Fund

Large-Cap > Growth

JLGMX rank - 128 of 639

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process uses a fundamental, bottom-up approach to identify companies with strong growth potential. Next, the research team uses quantitative screens to highlight well established companies with above-average growth prospects.

The team also looks for

YTD
-100%
2024
27.46%

JPMorgan US Research Enhanced Equity Fund

Large-Cap > Core

JDEAX rank - 292 of 527

The fund seeks high total return by investing in mid-and large-size companies in the United States.

The investment process is designed to highlight companies that appear to be undervalued. The aim of the process is to outperform the benchmark index with minimum volatility.

The research team employs a three-step process that combines research, valuation and stock selection. T

YTD
3.52%
2024
17.49%

JPMorgan Intrepid Growth Fund

Large-Cap > Growth

JCICX rank - 117 of 639

The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.

The investment process uses quantitative screens to identify profitable companies with sustainable earnings and disciplined management.

Next, the research team looks for companies with attractive valuations, high quality characteristics and strong momentum

YTD
0.99%
2024
24.35%

JPMorgan Intrepid Value Fund

Large-Cap > Value

JIVAX rank - 161 of 377

The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team looks for companies with attractive valuations, strong business fundamentals and stock momentum that can lead to outperformance.

Strong momentum securities r

YTD
-0.78%
2024
6.94%
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