Consider These 3 Mutual Funds From The JP Morgan Portfolio

JPMorgan is one of the major mutual fund managers in the United States and prides itself for being 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.

Also, 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 $1.71 billion of assets as of Sep 30, 2018. The fund family has offices in more than 30 countries.

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 Value A (JIVAX - Free Report) seeks appreciation of capital for the long run. The fund invests a large chunk of its assets in equity securities of large- and mid-cap companies that have attractive valuations. JPMorgan Intrepid Value A has one-year annualized returns of 5%.

JIVAX has an expense ratio of 0.83% compared with the category average of 1.00%.

JPMorgan Intrepid GrowthFund A (JIGAX - Free Report) seeks to offer growth of capital for the long run. JIGAX invests primarily in a broad portfolio of equity securities of large- and mid-cap companies that have high quality and attractive valuations. JPMorgan Intrepid Growth Fund A has one-year annualized returns of 8.1%.

Jason Alonzo is one of the fund managers of JIGAX 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 one-year annualized returns of 10.8%.

As of September 2018, PGSGX held 117 issues, with 2.11% of its assets invested in Teladoc Health Inc.

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Disclosure: Officers, ...

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