JPMorgan (NYSE:JPM) is a well-known financial management company 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 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.
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 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 about 16%.
As of August 2017, VSCOX held 119 issues, with 1.94% of its assets invested in Kite Pharma Inc.
JPMorgan Dynamic Growth R5 DGFRX seeks appreciation of capital in the long run. DGFRX invests a bulk of its assets in equity securities of those large-cap companies that are included on the Russell 1000 Growth Index. The fund not only invests in both U.S. but also in non-U.S. companies. JPMorgan Dynamic Growth R5 has three-year annualized returns of 15.6%.
DGFRX has an expense ratio of 0.71% compared with the category average of 1.12%.
JPMorgan Intrepid GrowthFund A JIGAX seeks to offer growth of capital in the long run. JIGAX invests primarily in a broad portfolio of equity securities of large- and mid-capitalization companies that have attractive valuations. JPMorgan Intrepid Growth Fund A has three-year annualized returns of 14.1%.
Jason Alonzo has been one of the fund managers of JIGAX since 2005.
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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Zacks Investment Research