3 Best JP Morgan Mutual Funds To Buy

JPMorgan is one of the best financial management companies in the world. It has a legacy of investment management since 1865. The company pioneered innovative, inflation-protected municipal products. J.P. Morgan managed $1.68 trillion of assets as of Mar 31, 2018. The fund family has offices in more than 30 countries.

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. 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. 

JPMorgan Intrepid Growth R5 (JGIRX - Free Report) seeks capital growth over the long run. JGIRX invests the majority of its assets in equity securities of large and mid-cap companies. The fund generally invests in those securities that are expected to have high quality and attractive valuations. JPMorgan Intrepid Growth R5 has three-year annualized returns of 20%.

Jason Alonzo is one of the fund managers of JGIRX since 2005.

JPMorgan Small Cap Growth Fund A (PGSGX - Free Report) 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 below $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 25%.

PGSGX has an expense ratio of 1.24% compared with the category average of 1.30%.

JPMorgan Intrepid Value R5 (JIVRX - Free Report) 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 as having strong momentum, high quality and attractive valuations. JIVRX seeks capital growth for the long run. JPMorgan Intrepid Value R5 has three-year annualized returns of 13.5%.

As of August 2018, JIVRX held 114 issues, with 3.95% of its assets invested in Bank of America Corporation.

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Disclosure: Officers, directors ...

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