JPMorgan is one of the most well-known financial management companies in the world. 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 Core R5 (VSSCX – Free Report) invests a bulk of its assets, including borrowings, in equity securities of small-cap companies, whose market-cap is within the range of the Russell 2000 Index. VSSCX seeks capital appreciation for the long run. JPMorgan Small Cap Core R5 has three-year annualized returns of 9.4%.
VSSCX has an expense ratio of 0.79% compared with the category average of 1.23%.
JPMorgan Large Cap Value A (OLVAX – Free Report) seeks capital growth. OLVAX invests a major portion of its assets in securities of large-cap companies that include common stocks, debt and preferred stocks that can be converted to common stocks. Large-cap companies are those that have market capitalization similar to those listed on the Russell 1000 Value Index at the time of purchase. JPMorgan Large Cap Value A has three-year annualized returns of 11.8%.
Scott Blasdell is the fund manager of OLVAX since 2013.
JPMorgan Mid Cap Growth R5 (JMGFX – Free Report) invests heavily in equity securities, including common and preferred stocks and debt securities, of mid-cap companies. The fund focuses on investing in those mid-cap companies that are expected to achieve growth sustainably. JMGFX seeks appreciation of capital. JPMorgan Mid Cap Growth R5 has three-year annualized returns of 10%.
