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4 Top Ranked JP Morgan Mutual Funds to Boost Your Return

J.P. Morgan Asset Management is one of the world's largest investment management companies with around $1.7 trillion of assets under management. The eighth-largest mutual fund firm of the U.S. seeks to provide the best investment solutions to its clients.

As one of the leaders of the U.S. equity fund flows, JP Morgan offers financial services all over the world through offices in 38 countries including the U.S., China and India. It takes pride in introducing innovative, inflation-protected municipal products.

Below we share with you four top-rated JPMorgan mutual funds . Each of these funds has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and we expect them to outperform their peers in the future. 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 .

JPMorgan Investor Growth & Income C (ONECX) is a “fund of funds” that invests its assets in diversified underlying funds which in turn invest in equity securities. ONECX aims to maintain a risk profile identical to a fund that allocates 70% of its assets in equity securities and the rest in income securities. The JPMorgan Investor Growth & Income C fund has a three-year annualized return of 6.2%.

ONECX has an expense ratio of 0.82% as compared to the category average of 0.89%.

JPMorgan US Small Company A (JTUAX) seeks total return. JTUAX invests a large portion of its assets in equity securities of small-cap U.S. companies. These small-cap companies have market capitalization similar to those listed on the Russell 2000 Index during the time of purchase. The JPMorgan US Small Company A fund has a three-year annualized return of 10.7%.

As of February 2016, JTUAX held 378 issues, with 1.44% of its assets invested in Take-Two Interactive Software Inc.

JPMorgan Large Cap Value A (OLVAX) invests a major portion of its assets in securities of large-cap companies that include common stocks, debt and preferred stocks that can be converted to common stocks. Large-cap companies are those that have market capitalization equivalent to those listed on the Russell 1000 Value Index at the time of purchase. OLVAX offers dividends quarterly and capital gains annually. The JPMorgan Large Cap Value A fund has a three-year annualized return of 13.1%.

Scott Blasdell is the fund manager since 2013.

JPMorgan US Dynamic Plus C (JPSCX) seeks long-term growth of capital. JPSCX invests a large portion of its assets in long and short positions with respect to equity securities of U.S. companies. These securities are mostly common stocks and real estate investment trusts. The JPMorgan US Dynamic Plus C fund has a three-year annualized return of almost 11%.

As of January 2016, JPSCX held 181 issues with 5.39% of its assets invested in Microsoft Corp.

To view the Zacks Rank and past performance of all J.P. Morgan mutual funds, investors can click here to see the complete list of funds .

About Zacks Mutual Fund Rank

By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Pick the best mutual funds with the Zacks Rank.


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