J.P. Morgan Fund Documents

For information on any J.P. Morgan Fund, click on the appropriate icon below to download and view a prospectus, shareholder report or other associated fund document. For an in-depth review of any fund including prices and standardized performance, click on the name of the fund below to go to the Fund Profile. Additionally, you will be able to order a copy of any of these items from the Fund Profile.

Monthly Performance Report

Updated as of: 08/31/10

Get the most recent month-end performance of any J.P. Morgan fund.

24 pages

Asset Class	J.P. Morgan Fund	Class
US Equity	Growth Advantage Fund	A
US Equity	Growth Advantage Fund	B
US Equity	Growth Advantage Fund	C
US Equity	Growth Advantage Fund	R5
US Equity	Growth Advantage Fund	Select
US Equity	Intrepid Value Fund	A
US Equity	Intrepid Value Fund	C
US Equity	Intrepid Value Fund	R2
US Equity	Intrepid Value Fund	R5
US Equity	Intrepid Value Fund	Select
US Equity	Mid Cap Value Fund	A
US Equity	Mid Cap Value Fund	B
US Equity	Mid Cap Value Fund	C
US Equity	Mid Cap Value Fund	Institutional
US Equity	Mid Cap Value Fund	R2
US Equity	Mid Cap Value Fund	Select
US Equity	U.S. Equity Fund	A
US Equity	U.S. Equity Fund	B
US Equity	U.S. Equity Fund	C
US Equity	U.S. Equity Fund	Institutional
US Equity	U.S. Equity Fund	R2
US Equity	U.S. Equity Fund	R5
US Equity	U.S. Equity Fund	Select
US Equity	U.S. Large Cap Core Plus Fund	A
US Equity	U.S. Large Cap Core Plus Fund	C
US Equity	U.S. Large Cap Core Plus Fund	R2
US Equity	U.S. Large Cap Core Plus Fund	R5
US Equity	U.S. Large Cap Core Plus Fund	Select
US Equity	U.S. Large Cap Value Plus Fund	A
US Equity	U.S. Large Cap Value Plus Fund	C
US Equity	U.S. Large Cap Value Plus Fund	R5
US Equity	U.S. Large Cap Value Plus Fund	Select
US Equity	Value Advantage Fund	A
US Equity	Value Advantage Fund	C
US Equity	Value Advantage Fund	Institutional
US Equity	Value Advantage Fund	Select
International Equity	Emerging Markets Equity Fund	A
International Equity	Emerging Markets Equity Fund	B
International Equity	Emerging Markets Equity Fund	C
International Equity	Emerging Markets Equity Fund	Institutional
International Equity	Emerging Markets Equity Fund	Select
International Equity	International Equity Fund	A
International Equity	International Equity Fund	B
International Equity	International Equity Fund	C
International Equity	International Equity Fund	R2
International Equity	International Equity Fund	R5
International Equity	International Equity Fund	Select
International Equity	International Value Fund	A
International Equity	International Value Fund	B
International Equity	International Value Fund	C
International Equity	International Value Fund	Institutional
International Equity	International Value Fund	R2
International Equity	International Value Fund	Select
Taxable Fixed Income	Core Bond Fund	A
Taxable Fixed Income	Core Bond Fund	B
Taxable Fixed Income	Core Bond Fund	C
Taxable Fixed Income	Core Bond Fund	R2
Taxable Fixed Income	Core Bond Fund	R5
Taxable Fixed Income	Core Bond Fund	Select
Taxable Fixed Income	Core Bond Fund	Ultra
Taxable Fixed Income	High Yield Fund	A
Taxable Fixed Income	High Yield Fund	B
Taxable Fixed Income	High Yield Fund	C
Taxable Fixed Income	High Yield Fund	R2
Taxable Fixed Income	High Yield Fund	R5
Taxable Fixed Income	High Yield Fund	Select
Taxable Fixed Income	High Yield Fund	Ultra
Taxable Fixed Income	Strategic Income Opportunities Fund	A
Taxable Fixed Income	Strategic Income Opportunities Fund	C
Taxable Fixed Income	Strategic Income Opportunities Fund	R5
Taxable Fixed Income	Strategic Income Opportunities Fund	Select
Tax Exempt Fixed Income	Intermediate Tax Free Bond Fund	A
Tax Exempt Fixed Income	Intermediate Tax Free Bond Fund	B
Tax Exempt Fixed Income	Intermediate Tax Free Bond Fund	C
Tax Exempt Fixed Income	Intermediate Tax Free Bond Fund	Institutional
Tax Exempt Fixed Income	Intermediate Tax Free Bond Fund	Select
Tax Exempt Fixed Income	Tax Aware Real Return Fund	A
Tax Exempt Fixed Income	Tax Aware Real Return Fund	C
Tax Exempt Fixed Income	Tax Aware Real Return Fund	Institutional
Tax Exempt Fixed Income	Tax Aware Real Return Fund	Select
Specialty	Highbridge Dynamic Commodities Strategy Fund	A
Specialty	Highbridge Dynamic Commodities Strategy Fund	C
Specialty	Highbridge Dynamic Commodities Strategy Fund	Select
Specialty	Highbridge Statistical Market Neutral Fund	A
Specialty	Highbridge Statistical Market Neutral Fund	C
Specialty	Highbridge Statistical Market Neutral Fund	Select
Specialty	Research Market Neutral Fund	A
Specialty	Research Market Neutral Fund	B
Specialty	Research Market Neutral Fund	C
Specialty	Research Market Neutral Fund	Institutional
Specialty	Research Market Neutral Fund	Select
Asset Allocation	Income Builder Fund	A
Asset Allocation	Income Builder Fund	C
Asset Allocation	Income Builder Fund	Select
Asset Allocation	Investor Balanced Fund	A
Asset Allocation	Investor Balanced Fund	B
Asset Allocation	Investor Balanced Fund	C
Asset Allocation	Investor Balanced Fund	Select
Asset Allocation	Investor Conservative Growth Fund	A
Asset Allocation	Investor Conservative Growth Fund	B
Asset Allocation	Investor Conservative Growth Fund	C
Asset Allocation	Investor Conservative Growth Fund	Select
Asset Allocation	Investor Growth & Income Fund	A
Asset Allocation	Investor Growth & Income Fund	B
Asset Allocation	Investor Growth & Income Fund	C
Asset Allocation	Investor Growth & Income Fund	Select
Asset Allocation	Investor Growth Fund	A
Asset Allocation	Investor Growth Fund	B
Asset Allocation	Investor Growth Fund	C
Asset Allocation	Investor Growth Fund	Select
Asset Allocation	JPMorgan SmartRetirement 2010 Fund^SM	A
Asset Allocation	JPMorgan SmartRetirement 2010 Fund^SM	C
Asset Allocation	JPMorgan SmartRetirement 2010 Fund^SM	Institutional
Asset Allocation	JPMorgan SmartRetirement 2010 Fund^SM	R2
Asset Allocation	JPMorgan SmartRetirement 2010 Fund^SM	Select
Asset Allocation	JPMorgan SmartRetirement 2015 Fund^SM	A
Asset Allocation	JPMorgan SmartRetirement 2015 Fund^SM	C
Asset Allocation	JPMorgan SmartRetirement 2015 Fund^SM	Institutional
Asset Allocation	JPMorgan SmartRetirement 2015 Fund^SM	R2
Asset Allocation	JPMorgan SmartRetirement 2015 Fund^SM	Select
Asset Allocation	JPMorgan SmartRetirement 2020 Fund^SM	A
Asset Allocation	JPMorgan SmartRetirement 2020 Fund^SM	C
Asset Allocation	JPMorgan SmartRetirement 2020 Fund^SM	Institutional
Asset Allocation	JPMorgan SmartRetirement 2020 Fund^SM	R2
Asset Allocation	JPMorgan SmartRetirement 2020 Fund^SM	Select
Asset Allocation	JPMorgan SmartRetirement 2025 Fund^SM	A
Asset Allocation	JPMorgan SmartRetirement 2025 Fund^SM	C
Asset Allocation	JPMorgan SmartRetirement 2025 Fund^SM	Institutional
Asset Allocation	JPMorgan SmartRetirement 2025 Fund^SM	R2
Asset Allocation	JPMorgan SmartRetirement 2025 Fund^SM	Select
Asset Allocation	JPMorgan SmartRetirement 2030 Fund^SM	A
Asset Allocation	JPMorgan SmartRetirement 2030 Fund^SM	C
Asset Allocation	JPMorgan SmartRetirement 2030 Fund^SM	Institutional
Asset Allocation	JPMorgan SmartRetirement 2030 Fund^SM	R2
Asset Allocation	JPMorgan SmartRetirement 2030 Fund^SM	Select
Asset Allocation	JPMorgan SmartRetirement 2035 Fund^SM	A
Asset Allocation	JPMorgan SmartRetirement 2035 Fund^SM	C
Asset Allocation	JPMorgan SmartRetirement 2035 Fund^SM	Institutional
Asset Allocation	JPMorgan SmartRetirement 2035 Fund^SM	R2
Asset Allocation	JPMorgan SmartRetirement 2035 Fund^SM	Select
Asset Allocation	JPMorgan SmartRetirement 2040 Fund^SM	A
Asset Allocation	JPMorgan SmartRetirement 2040 Fund^SM	C
Asset Allocation	JPMorgan SmartRetirement 2040 Fund^SM	Institutional
Asset Allocation	JPMorgan SmartRetirement 2040 Fund^SM	R2
Asset Allocation	JPMorgan SmartRetirement 2040 Fund^SM	Select
Asset Allocation	JPMorgan SmartRetirement 2045 Fund^SM	A
Asset Allocation	JPMorgan SmartRetirement 2045 Fund^SM	C
Asset Allocation	JPMorgan SmartRetirement 2045 Fund^SM	Institutional
Asset Allocation	JPMorgan SmartRetirement 2045 Fund^SM	R2
Asset Allocation	JPMorgan SmartRetirement 2045 Fund^SM	Select
Asset Allocation	JPMorgan SmartRetirement 2050 Fund^SM	A
Asset Allocation	JPMorgan SmartRetirement 2050 Fund^SM	C
Asset Allocation	JPMorgan SmartRetirement 2050 Fund^SM	Institutional
Asset Allocation	JPMorgan SmartRetirement 2050 Fund^SM	R2
Asset Allocation	JPMorgan SmartRetirement 2050 Fund^SM	Select
Asset Allocation	JPMorgan SmartRetirement Income Fund^®	A
Asset Allocation	JPMorgan SmartRetirement Income Fund^®	C
Asset Allocation	JPMorgan SmartRetirement Income Fund^®	Institutional
Asset Allocation	JPMorgan SmartRetirement Income Fund^®	R2
Asset Allocation	JPMorgan SmartRetirement Income Fund^®	Select

The following share classes currently have limited offering, please see prospectus for more details on the offering: Tax Free Bond Fund (B), Multi-Cap Market Neutral Fund (B), Dynamic Small Cap Growth Fund (B), Undiscovered Managers Behavioral Growth Fund (B, Investor), Growth and Income Fund (B), Investor Growth & Income Fund (B), Equity Income Fund (B), International Equity Fund (B), Investor Balanced Fund (B), Research Market Neutral Fund (B), Disciplined Equity Fund (Ultra), Realty Income Fund (B), U.S. Equity Fund (B), High Yield Fund (B), Treasury & Agency Fund (B), Liquid Assets Money Market Fund (B), Short-Intermediate Municipal Bond Fund (B), Core Plus Bond Fund (B), Arizona Municipal Bond Fund (B), Investor Growth Fund (B), Growth Advantage Fund (B), Core Bond Fund (B), Small Cap Value Fund (B), Intermediate Tax Free Bond Fund (B), International Equity Index Fund (B), Emerging Markets Equity Fund (B), Municipal Income Fund (B), Michigan Municipal Bond Fund (B), Market Expansion Index Fund (B), Large Cap Value Fund (B), Prime Money Market Fund (B), International Value Fund (B), New York Tax Free Bond Fund (B), International Opportunities Fund (B), Intrepid Mid Cap Fund (B), Diversified Fund (B), Mid Cap Value Fund (B), Small Cap Growth Fund (B), Intrepid European Fund (B), Ohio Municipal Bond Fund (B), Value Opportunities Fund (B), Tax Aware U.S. Equity Fund (B), U.S. Treasury Plus Money Market Fund (B), Large Cap Growth Fund (B), Undiscovered Managers Behavioral Value Fund (B), Mid Cap Growth Fund (B), Government Bond Fund (B), Equity Index Fund (B), Limited Duration Bond Fund (B), Investor Conservative Growth Fund (B), Small Cap Equity Fund (A, B, C, R2, R5, Select), Short Duration Bond Fund (B).

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For some investors, income from municipal bonds may be subject to the Alternative Minimum Tax. Capital gains, if any, are federally taxable. Income may be subject to state and local taxes.

Liquidated Funds -The links below are to documents as were in effect as of the date of the Fund’s liquidation and may not be updated to reflect periods subsequent to the Fund’s liquidation.

Intrepid Japan Fund (A, B, C, and Select Shares): Summary prospectus , Prospectus , Statement of additional information , Annual report , Semi-Annual report

Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 for a fund prospectus or download it from this site. Investors should carefully consider the investment objectives and risks as well as charges and expenses of the mutual fund before investing. The prospectus contains this and other information about the mutual fund. Read the prospectus carefully before investing.

Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.

J.P. Morgan Funds are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the Funds. Products and services are offered by JPMorgan Distribution Services Inc., member FINRA/SIPC.

J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. Those businesses include, but are not limited to, J.P. Morgan Investment Management Inc., Security Capital Research & Management Incorporated and J.P. Morgan Alternative Asset Management, Inc.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE