JPMorgan

Statistics as of May 01, 2025

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Found total of 151 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow ▲
Large Value
Expense Ratio
0.45%
TTM Yield
2.2%
3yr Sharpe
0.16
YTD Return
-1.0%
3yr Return
20.9%
1yr Return
7.8%
Total Assets
$42B
6M Money Flow
-$3B
Europe Stock
Expense Ratio
0.09%
TTM Yield
3.6%
3yr Sharpe
0.42
YTD Return
15.5%
3yr Return
39.9%
1yr Return
14.7%
Total Assets
$4B
6M Money Flow
-$3B
Mid-Cap Value
Expense Ratio
0.60%
TTM Yield
1.2%
3yr Sharpe
0.08
YTD Return
-4.4%
3yr Return
18.0%
1yr Return
6.1%
Total Assets
$12B
6M Money Flow
-$997M
High Yield Bond
Expense Ratio
0.07%
TTM Yield
7.9%
3yr Sharpe
0.26
YTD Return
1.1%
3yr Return
20.2%
1yr Return
8.2%
Total Assets
$404M
6M Money Flow
-$836M
Large Blend
Expense Ratio
0.44%
TTM Yield
0.8%
3yr Sharpe
0.44
YTD Return
-5.5%
3yr Return
39.5%
1yr Return
10.4%
Total Assets
$30B
6M Money Flow
-$799M
Diversified Emerging Mkts
Expense Ratio
0.79%
TTM Yield
1.6%
3yr Sharpe
-0.07
YTD Return
5.1%
3yr Return
11.1%
1yr Return
7.9%
Total Assets
$6B
6M Money Flow
-$781M
Large Growth
Expense Ratio
0.50%
TTM Yield
0.0%
3yr Sharpe
0.49
YTD Return
-7.2%
3yr Return
50.0%
1yr Return
13.0%
Total Assets
$19B
6M Money Flow
-$655M
Ultrashort Bond
Expense Ratio
0.25%
TTM Yield
4.9%
3yr Sharpe
0.10
YTD Return
1.6%
3yr Return
14.1%
1yr Return
5.3%
Total Assets
$5B
6M Money Flow
-$634M
Moderately Conservative Allocation
Expense Ratio
0.75%
TTM Yield
5.8%
3yr Sharpe
-0.01
YTD Return
1.7%
3yr Return
13.4%
1yr Return
9.5%
Total Assets
$8B
6M Money Flow
-$597M
Large Value
Expense Ratio
0.50%
TTM Yield
1.9%
3yr Sharpe
0.19
YTD Return
-2.4%
3yr Return
23.4%
1yr Return
8.7%
Total Assets
$8B
6M Money Flow
-$588M
Emerging Markets Bond
Expense Ratio
0.39%
TTM Yield
7.4%
3yr Sharpe
-0.06
YTD Return
2.1%
3yr Return
11.9%
1yr Return
6.4%
Total Assets
$49M
6M Money Flow
-$533M
Intermediate Core Bond
Expense Ratio
0.34%
TTM Yield
4.1%
3yr Sharpe
-0.31
YTD Return
3.1%
3yr Return
7.0%
1yr Return
7.8%
Total Assets
$49B
6M Money Flow
-$458M
Small Blend
Expense Ratio
0.75%
TTM Yield
0.6%
3yr Sharpe
-0.09
YTD Return
-10.0%
3yr Return
9.1%
1yr Return
0.3%
Total Assets
$4B
6M Money Flow
-$394M
Large Blend
Expense Ratio
0.05%
TTM Yield
1.3%
3yr Sharpe
0.50
YTD Return
-4.3%
3yr Return
41.8%
1yr Return
13.2%
Total Assets
$11B
6M Money Flow
-$342M
Japan Stock
Expense Ratio
0.19%
TTM Yield
2.6%
3yr Sharpe
0.40
YTD Return
6.2%
3yr Return
34.5%
1yr Return
8.6%
Total Assets
$12B
6M Money Flow
-$333M
Intermediate Core Bond
Expense Ratio
0.03%
TTM Yield
4.2%
3yr Sharpe
-0.37
YTD Return
2.9%
3yr Return
5.3%
1yr Return
7.2%
Total Assets
$1B
6M Money Flow
-$309M
Target-Date 2025
Expense Ratio
0.35%
TTM Yield
3.9%
3yr Sharpe
0.16
YTD Return
1.3%
3yr Return
19.1%
1yr Return
8.9%
Total Assets
$3B
6M Money Flow
-$195M
Target-Date 2025
Expense Ratio
0.17%
TTM Yield
3.5%
3yr Sharpe
0.18
YTD Return
1.4%
3yr Return
19.6%
1yr Return
9.8%
Total Assets
$2B
6M Money Flow
-$195M
Moderate Allocation
Expense Ratio
0.96%
TTM Yield
3.0%
3yr Sharpe
0.19
YTD Return
0.4%
3yr Return
20.1%
1yr Return
8.7%
Total Assets
$5B
6M Money Flow
-$186M
Derivative Income
Expense Ratio
0.60%
TTM Yield
8.0%
3yr Sharpe
0.25
YTD Return
-1.8%
3yr Return
22.6%
1yr Return
7.0%
Total Assets
$6B
6M Money Flow
-$169M
Foreign Large Blend
Expense Ratio
0.24%
TTM Yield
2.7%
3yr Sharpe
-
YTD Return
12.6%
3yr Return
-
1yr Return
11.7%
Total Assets
$7B
6M Money Flow
-$151M
Global Allocation
Expense Ratio
0.78%
TTM Yield
2.6%
3yr Sharpe
0.04
YTD Return
0.9%
3yr Return
15.5%
1yr Return
8.1%
Total Assets
$3B
6M Money Flow
-$144M
Target-Date 2030
Expense Ratio
0.35%
TTM Yield
3.5%
3yr Sharpe
0.22
YTD Return
0.9%
3yr Return
22.1%
1yr Return
9.2%
Total Assets
$4B
6M Money Flow
-$138M
Large Value
Expense Ratio
0.12%
TTM Yield
2.5%
3yr Sharpe
0.18
YTD Return
-6.9%
3yr Return
23.8%
1yr Return
4.3%
Total Assets
$505M
6M Money Flow
-$123M
Target-Date 2020
Expense Ratio
0.34%
TTM Yield
5.0%
3yr Sharpe
0.11
YTD Return
0.8%
3yr Return
15.3%
1yr Return
8.3%
Total Assets
$1B
6M Money Flow
-$120M
Foreign Large Blend
Expense Ratio
0.55%
TTM Yield
3.1%
3yr Sharpe
0.27
YTD Return
9.0%
3yr Return
27.8%
1yr Return
9.2%
Total Assets
$1B
6M Money Flow
-$107M
Target-Date 2020
Expense Ratio
0.17%
TTM Yield
4.6%
3yr Sharpe
0.13
YTD Return
1.0%
3yr Return
15.8%
1yr Return
9.2%
Total Assets
$839M
6M Money Flow
-$94M
Muni National Interm
Expense Ratio
0.30%
TTM Yield
3.8%
3yr Sharpe
-0.37
YTD Return
-0.2%
3yr Return
7.6%
1yr Return
2.6%
Total Assets
$2B
6M Money Flow
-$93M
Diversified Emerging Mkts
Expense Ratio
0.35%
TTM Yield
2.3%
3yr Sharpe
-0.06
YTD Return
5.2%
3yr Return
11.1%
1yr Return
9.8%
Total Assets
$2B
6M Money Flow
-$89M
Mid-Cap Value
Expense Ratio
0.18%
TTM Yield
2.3%
3yr Sharpe
0.17
YTD Return
-0.9%
3yr Return
21.7%
1yr Return
7.8%
Total Assets
$351M
6M Money Flow
-$75M
Bank Loan
Expense Ratio
0.75%
TTM Yield
9.3%
3yr Sharpe
0.22
YTD Return
-0.9%
3yr Return
16.7%
1yr Return
3.7%
Total Assets
$251M
6M Money Flow
-$75M
Small Value
Expense Ratio
0.74%
TTM Yield
1.3%
3yr Sharpe
-0.12
YTD Return
-10.4%
3yr Return
6.9%
1yr Return
-2.3%
Total Assets
$1B
6M Money Flow
-$73M
Target-Date Retirement
Expense Ratio
0.17%
TTM Yield
3.5%
3yr Sharpe
0.15
YTD Return
1.5%
3yr Return
17.9%
1yr Return
9.6%
Total Assets
$2B
6M Money Flow
-$52M
Small Blend
Expense Ratio
0.72%
TTM Yield
0.6%
3yr Sharpe
-0.08
YTD Return
-12.1%
3yr Return
9.6%
1yr Return
-4.2%
Total Assets
$848M
6M Money Flow
-$52M
Intermediate Government
Expense Ratio
0.30%
TTM Yield
3.1%
3yr Sharpe
-0.43
YTD Return
3.1%
3yr Return
4.8%
1yr Return
7.4%
Total Assets
$2B
6M Money Flow
-$52M
Target-Date 2040
Expense Ratio
0.40%
TTM Yield
2.7%
3yr Sharpe
0.31
YTD Return
0.3%
3yr Return
27.8%
1yr Return
10.0%
Total Assets
$4B
6M Money Flow
-$51M
Global Bond
Expense Ratio
0.65%
TTM Yield
4.7%
3yr Sharpe
-0.12
YTD Return
2.1%
3yr Return
11.5%
1yr Return
7.2%
Total Assets
$4B
6M Money Flow
-$48M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
2.7%
3yr Sharpe
0.27
YTD Return
-0.5%
3yr Return
24.3%
1yr Return
9.0%
Total Assets
$5B
6M Money Flow
-$47M
Mid-Cap Blend
Expense Ratio
0.24%
TTM Yield
2.0%
3yr Sharpe
0.08
YTD Return
-3.9%
3yr Return
18.0%
1yr Return
6.5%
Total Assets
$343M
6M Money Flow
-$47M
Target-Date 2035
Expense Ratio
0.17%
TTM Yield
2.8%
3yr Sharpe
0.29
YTD Return
0.6%
3yr Return
25.5%
1yr Return
10.7%
Total Assets
$3B
6M Money Flow
-$46M
Target-Date 2030
Expense Ratio
0.17%
TTM Yield
3.1%
3yr Sharpe
0.24
YTD Return
1.1%
3yr Return
22.6%
1yr Return
10.3%
Total Assets
$3B
6M Money Flow
-$44M
Target-Date Retirement
Expense Ratio
0.34%
TTM Yield
4.0%
3yr Sharpe
0.13
YTD Return
1.4%
3yr Return
17.7%
1yr Return
8.8%
Total Assets
$2B
6M Money Flow
-$42M