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 Limited Duration Bond A ONUAX seeks maximization of income constant with the low volatility level of principal. The fund invests mostly in asset-backed securities, mortgage-backed securities, adjustable rate mortgages, mortgage-related securities, structured investments and money market instruments. JPMorgan Limited Duration Bond A has returned 1.4% over the last one-year period.
Robert Manning is one of the fund managers of ONUAX since 2013.
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 to have strong momentum, high quality and attractive valuations. JIVRX seeks capital growth for the long run. JPMorgan Intrepid Value R5 has one-year annualized returns of 14%.
As of January 2018, JIVRX held 132 issues, with 4.13% 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 34.6% over the last one-year period.
JFAMX has an expense ratio of 1.35% compared with the category average of 1.40%.
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 .
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (JFAMX): Fund Analysis Report Get Your Free (JIVRX): Fund Analysis Report Get Your Free (ONUAX): Fund Analysis Report To read this article on Zacks.com click here. Zacks Investment Research