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3 Best JP Morgan Mutual Funds to Consider

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JPMorgan is one of the best financial management companies in the world. It has a legacy of investment management since 1865. Also, JPMorgan is the eighth-largest mutual fund firm in the United States and prides itself as the nation's leader in equity fund flows. JPMorgan offers managed accounts and retirement products. The company pioneered the introduction of 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.

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 Disciplined Equity AJDEAX invests a large portion of its assets in equity securities. JDEAX invests in common stocks of domestic companies having market capitalization similar to those listed on the S&P 500 Index. JDEAX distributes dividends and capital gains, if any, on a quarterly basis. JPMorgan Disciplined Equity A has three-year annualized returns of 11.1%.

As of November 2017, JDEAX held 197 issues, with 4.25% of its assets invested in Apple Inc.

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 17.3%.

Greg Tuorto has been the fund manager of PGSGX since 2016.

JPMorgan Dynamic Small Cap Growth Fund A VSCOX seeks long-term growth of capital. VSCOX invests the lion's share of its assets in equity securities of primarily small-cap companies. The fund normally invests in those companies that have a Russell 2000 Growth Index and market cap of under $4 billion. JPMorgan Dynamic Small Cap Growth Fund A has three-year annualized returns of 17.4%.

VSCOX has an expense ratio of 1.25% compared with the category average of 1.27%.

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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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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Mutual Funds