Best JPMorgan Mutual Funds for 2013

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Find the 22 best JPMorgan mutual funds for 2013. The top funds are JPMorgan Small Cap Equity Fund, JPMorgan Mid Cap Value Fund, JPMorgan Large Cap Growth, etc.
Best JPMorgan Mutual Funds for 2013
Best JPMorgan Mutual Funds

Top JPMorgan Mutual Funds

JPMorgan is one of the top world financial management companies with $1.3 trillion worth of assets under management. The company is the top 5 largest mutual fund firm in the U.S. It has over than 110 mutual funds under its JPMorgan fund family. JP Morgan also offers retirement account, managed wealth management, institutional products, private banking, treasury & securities services, etc.

As part of JPMorgan Chase & Co, it offers wide selections of investment choices, especially mutual funds. These best JPMorgan mutual funds for 2013 are selected based on its performance history. These JP Morgan funds do have a sales load. The funds are ranked with 3 star rating or higher by Morningstar. You may find the fund review below and other fund information. I also have selected my favorite funds below.

The 22 best JPMorgan mutual funds for 2013 are:
  1. JPMorgan Small Cap Equity Fund
  2. JPMorgan Mid Cap Value Fund
  3. JPMorgan Large Cap Growth Fund
  4. JPMorgan Income Builder Fund
  5. JPMorgan Equity Income Fund
  6. JPMorgan Value Advantage Fund
  7. JPMorgan Growth Advantage Fund
  8. JPMorgan Tax Aware High Income Fund
  9. JPMorgan Latin America Fund
  10. JPMorgan Core Bond Fund
  11. JPMorgan Investor Balanced Fund
  12. JPMorgan Strategic Income Opportunities Fund
  13. JPMorgan Investor Conservative Growth Fund
  14. JPMorgan Investor Growth & Income Fund
  15. JPMorgan Investor Growth Fund
  16. JPMorgan High Yield Fund
  17. JPMorgan US Equity Fund
  18. JPMorgan Government Bond Fund
  19. JPMorgan US Large Cap Core Plus Fund
  20. JPMorgan Core Plus Bond Fund
  21. JPMorgan SmartRetirement 2020 Fund
  22. JPMorgan Equity Index Fund
Updated on 3/19/2013

Depending upon your account, you may select other classes of the below fund. Some retirement accounts offer a retirement class such as Class R2 or Class R5. These R2 and R5 typically don’t have a sales load. The R5 class has lower expense ratio than other classes.

JPMorgan Small Cap Equity Fund (VSEAX)

This JPMorgan Small Cap Equity Fund utilizes its assets to purchase equities securities of small cap companies. Don San Jose and Christopher Mark Jones are the fund managers. Its expense ratio is 1.30% per year. It is limited to new investors. The total assets are $2.6 billion. Its dividend yield is 0.90%. It also has weighted average market cap of $2.4 billion.

Best Mutual Funds for 2013

Morningstar ranks this best JPMorgan mutual fund with 5 star rating. It has returned 19.04% over the past 3 year, and 11.53% over the past 5 year. It has its best 1 year total return in 2003 with 36.37%. This equity fund has 3-years beta risk of 1.09.

As of January 2013, the top 3 stocks in its portfolio include Silgan holdings Inc, Waste Connections Inc, and Patterson-UTI Energy Inc. The top 3 equity sectors are financials, consumer discretionary, and industrials. The portfolio turnover rate is 30%.

JPMorgan Mid Cap Value Fund (JAMCX)

JPMorgan Mid Cap Value Fund objective is to provide total return. It invests most of its assets to stocks of Mid cap companies. Its 12-month yield is 0.99%. This class A fund has a sales load of 5.25%. It is also quite popular among investors with $11.4 billion of assets. The fund’s shares price is currently $29.69.

Best Fidelity Mutual Funds 2013

As one of the best JP Morgan mutual funds for 2013, it has 5-year average return of 7.61%. It is ranked with 4 star and silver rating by Morningstar. The past 5 years performance is as follow:
  • Year 2013: 5.34% (YTD)
  • Year 2012: 19.86%
  • Year 2011: 1.91%
  • Year 2010: 22.82%
  • Year 2009: 26.05%
The top 3 holdings are Loews Corporation, Ball Corporation, and Ameriprise Financial Inc. Compare to its category, this mid-cap value fund has a low risk rating. The minimum initial investment for brokerage account is $1,000.

JPMorgan Large Cap Growth Fund (OLGAX)

JPMorgan Large Cap Growth Fund is a bronze rated mutual fund. It uses its assets to purchase equity securities of large, well-established companies. This large growth mutual fund is managed by Giri Devulapally and Christopher Mark Jones. The yield is only 0.33%. It is open to new investors. The fund’s NAV is $25.11.

You can buy this best mutual fund from 119 brokerages. Some of the brokerages are UBS Financial Services Inc, E TRADE Financial, Raymond James, JP MORGAN, Morgan Stanley, TD Ameritrade, etc. Hence class A has a sales load; you can buy other classes of this fund. The other classes are Class B (OGLGX), Class C(OLGCX), Select Class (SEEGX), Class R2 (JLGZX), Class R5 (JLGRX), and Class R6 (JLGMX).

This top fund has 5-years annualized return of 6.43%. The top 2 equities in its assets are Apple Inc and MasterCard Incorporated. The top sectors are technology (29.82%).

JPMorgan Income Builder Fund (JNBAX)

The JPMorgan Income Builder fund is part of balanced mutual fund. It invests mainly in income-producing securities including bonds and stocks around the world, including USA. The expense ratio is low, only 0.74% per year. It also has $5.2 billion of assets. This conservative allocation mutual fund is available to purchase for new investors. You can buy it for your investment account or retirement account. It also has a high yield of 5.05%. The 52-week price range is between $8.95 and $10.08.

Top Performing Large Value Mutual Funds January 2013

Ranked with 4 stars rating, this best JPMorgan mutual fund has a 3 year annualized return of 10.87%. In 2012, it is among the top 1% in its fund category. The top 2 holdings include Merck & Co Inc, and Time Warner Inc.

JPMorgan Core Bond Fund (PGBOX)

While JPMorgan Core Bond Fund is a 3 star fund, Morningstar analysts also rank it with silver rating for its future performance. This mutual fund utilizes its assets to buy a diversified portfolio of intermediate- and long-term debt securities. It is managed by Douglas S. Swanson and Christopher J. Nauseda. It also has a decent yield of 2.68%. The current shares price is $11.99.

As part of the best JPMorgan mutual fund for 2013, it has returned 3.18% over the past 1 year, and 5.68% over the past 3 year. The past 4 years performance is listed below:
  • Year 2012: 4.82%
  • Year 2011: 7.18%
  • Year 2010: 7.06%
  • Year 2009: 9.52%
Disclosure: No Position

JPMorgan Fund Information


NoFund DescriptionCategoryRatingAssets (M)
1JPMorgan Small Cap Equity ASmall Growth5643.51
2JPMorgan Mid Cap Value AMid-Cap Value42791.98
3JPMorgan Large Cap Growth ALarge Growth42643.5
4JPMorgan Income Builder AConservative Allocation41961.73
5JPMorgan Equity Income ALarge Value4909.72
6JPMorgan Value Advantage ALarge Value4578.72
7JPMorgan Growth Advantage ALarge Growth4230.71
8JPMorgan Tax Aware High Income AMuni National Interm437.81
9JPMorgan Latin America ALatin America Stock430.52
10JPMorgan Core Bond AIntermediate-Term Bond36383.08
11JPMorgan Investor Balanced AModerate Allocation32561.73
12JPMorgan Strategic Income Opps ANontraditional Bond32368.87
13JPMorgan Investor Conservative Growth AConservative Allocation32047.85
14JPMorgan Investor Growth & Income AModerate Allocation31671.67
15JPMorgan Investor Growth ALarge Blend31244.12
16JPMorgan High Yield AHigh Yield Bond31042.43
17JPMorgan US Equity ALarge Blend3818.11
18JPMorgan Government Bond AIntermediate Government3770.45
19JPMorgan US Large Cap Core Plus ALarge Blend3704.48
20JPMorgan Core Plus Bond AIntermediate-Term Bond3578.12
21JPMorgan SmartRetirement 2020 ATarget Date 2016-20203556.47
22JPMorgan Equity Index ALarge Blend3545.7

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