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J.P. Morgan Funds Performance

To view information for a particular fund or list of funds, choose an asset class and a share class below. Click on any column headers to re-sort the information. Monthly returns are as of , and quarterly returns are as of . To view more detailed information including standardized performance about any fund, or to review after-tax returns for the Tax Aware funds, click on the name of the fund below to go to the Fund Profile

Get the most recent month-end performance of any J.P. Morgan fund by viewing the >Monthly Performance Report.

Find historical performance for all J.P. Morgan Funds

Select a new month and year and the information below will update
Fund Basics Prices Performance My Watchlist
Total Returns as of 04/30/2015 Average Annual Returns as of 3/31/2015
Asset Class JPMorgan Fund Symbol Class Latest Month Latest Quarter YTD 1 Year 3 Year 5 Year 10 Year Since Inception1 Class Inception
a
Disciplined Equity FundJDEAXA-0.13%4.01%1.31%14.04%17.32%14.94%8.33%7.48%09/28/2001
a
Disciplined Equity FundJPIEXInstitutional-0.04%4.16%1.48%14.47%17.80%15.41%8.77%7.90%01/03/1997
a
Disciplined Equity FundJDEUXR6-0.08%4.14%1.51%14.62%17.93%15.52%8.88%7.97%03/24/2003
a
Disciplined Equity FundJDESXSelect-0.08%4.08%1.44%14.30%17.63%15.22%8.61%7.69%09/10/2001
a
Dynamic Growth FundDGAAXA0.16%4.75%3.57%6.67%13.87%14.27%--7.39%11/30/2007
a
Dynamic Growth FundDGXCXC0.12%4.57%3.36%6.09%13.28%13.70%--6.85%11/30/2007
a
Dynamic Growth FundDGFRXR50.23%4.84%3.74%7.14%14.37%14.78%--7.86%11/30/2007
a
Dynamic Growth FundJDGSXSelect0.20%4.78%3.67%6.94%14.16%14.56%--7.65%11/30/2007
a
Equity Income FundOIEIXA-0.51%2.82%-0.55%10.70%15.47%15.29%8.50%8.88%02/18/1992
a
Equity Income FundOGIBXB-0.56%2.63%-0.82%10.12%14.87%14.72%8.06%8.43%01/14/1994
a
Equity Income FundOINCXC-0.56%2.66%-0.74%10.14%14.89%14.71%7.94%8.14%11/04/1997
a
Equity Income FundOIEFXR2-0.60%2.69%-0.75%10.42%15.17%15.00%8.33%8.71%02/28/2011
a
Equity Income FundOIERXR5-0.47%2.88%-0.47%11.16%15.94%15.74%8.89%9.24%02/28/2011
a
Equity Income FundOIEJXR6-0.53%2.83%-0.44%11.32%16.04%15.78%8.91%9.25%01/31/2012
a
Equity Income FundHLIEXSelect-0.48%2.84%-0.53%10.96%15.73%15.56%8.81%9.21%07/02/1987
a
Growth Advantage FundVHIAXA0.13%6.21%6.21%16.02%17.53%17.12%11.28%3.51%10/29/1999
a
Growth Advantage FundVHIBXB0.15%6.10%6.10%15.38%16.95%16.52%10.76%3.14%10/29/1999
a
Growth Advantage FundJGACXC0.15%6.09%6.09%15.37%16.94%16.54%10.66%2.89%05/01/2006
a
Growth Advantage FundJGVRXR50.19%6.30%6.37%16.39%17.98%17.59%11.64%3.73%01/08/2009
a
Growth Advantage FundJGVVXR60.19%6.36%6.43%16.54%18.03%17.61%11.65%3.74%12/23/2013
a
Growth Advantage FundJGASXSelect0.13%6.23%6.23%16.17%17.77%17.36%11.50%3.64%05/01/2006
a
Intrepid Growth FundJIGAXA0.62%4.74%1.74%15.32%16.61%15.07%8.64%10.65%02/19/2005
a
Intrepid Growth FundJCICXC0.58%4.63%1.59%14.78%16.04%14.51%8.09%10.19%02/19/2005
a
Intrepid Growth FundJIGZXR20.60%4.70%1.69%15.06%16.33%14.79%8.46%10.51%11/03/2008
a
Intrepid Growth FundJGIRXR50.64%4.86%1.89%15.88%17.14%15.59%9.10%11.04%05/15/2006
a
Intrepid Growth FundJPGSXSelect0.64%4.81%1.86%15.62%16.91%15.37%8.91%10.88%02/28/2003
a
Intrepid Value FundJIVAXA0.42%4.30%0.21%10.86%17.27%13.87%7.78%10.96%02/19/2005
a
Intrepid Value FundJIVCXC0.40%4.15%0.05%10.30%16.69%13.30%7.23%10.49%02/19/2005
a
Intrepid Value FundJIVZXR20.42%4.23%0.13%10.56%16.97%13.58%7.60%10.81%11/03/2008
a
Intrepid Value FundJIVRXR50.45%4.37%0.29%11.26%17.69%14.28%8.19%11.31%05/15/2006
a
Intrepid Value FundJIVMXR60.47%4.38%0.34%11.31%17.74%14.32%8.21%11.33%11/30/2010
a
Intrepid Value FundJPIVXSelect0.45%4.32%0.24%11.01%17.45%14.05%8.00%11.15%02/28/2003
a
Large Cap Growth FundOLGAXA0.53%5.57%4.92%17.14%13.63%15.91%9.83%8.35%02/22/1994
a
Large Cap Growth FundOGLGXB0.48%5.42%4.73%16.54%13.07%15.33%9.35%8.00%01/14/1994
a
Large Cap Growth FundOLGCXC0.48%5.45%4.74%16.56%13.07%15.33%9.25%7.63%11/04/1997
a
Large Cap Growth FundJLGZXR20.51%5.53%4.82%16.83%13.35%15.62%9.55%8.01%11/03/2008
a
Large Cap Growth FundJLGRXR50.58%5.68%5.05%17.56%14.05%16.34%10.19%8.68%04/14/2009
a
Large Cap Growth FundJLGMXR60.58%5.70%5.09%17.63%14.11%16.41%10.22%8.67%11/30/2010
a
Large Cap Growth FundSEEGXSelect0.55%5.61%4.97%17.32%13.83%16.11%10.06%8.63%02/28/1992
a
Mid Cap Value FundJAMCXA-1.83%3.81%1.67%15.15%18.96%16.68%9.69%13.27%04/30/2001
a
Mid Cap Value FundJBMCXB-1.87%3.69%1.51%14.55%18.37%16.09%9.25%12.96%04/30/2001
a
Mid Cap Value FundJCMVXC-1.86%3.70%1.50%14.55%18.35%16.08%9.13%12.78%04/30/2001
a
Mid Cap Value FundFLMVXInstitutional-1.79%3.93%1.83%15.70%19.55%17.26%10.23%13.72%11/13/1997
a
Mid Cap Value FundJMVZXR2-1.83%3.76%1.62%14.84%18.66%16.37%9.51%13.16%11/03/2008
a
Mid Cap Value FundJMVSXSelect-1.81%3.88%1.77%15.42%19.26%16.97%9.96%13.51%10/31/2001
a
U.S. Equity FundJUEAXA-0.14%4.53%1.58%13.59%16.94%14.31%9.16%10.54%09/10/2001
a
U.S. Equity FundJUEBXB-0.28%4.33%1.33%13.05%16.37%13.72%8.71%10.36%09/10/2001
a
U.S. Equity FundJUECXC-0.21%4.37%1.35%12.96%16.33%13.73%8.60%10.26%09/10/2001
a
U.S. Equity FundJMUEXInstitutional-0.14%4.61%1.67%13.98%17.32%14.68%9.57%10.81%09/17/1993
a
U.S. Equity FundJUEZXR2-0.20%4.43%1.46%13.28%16.65%14.02%8.99%10.49%11/03/2008
a
U.S. Equity FundJUSRXR5-0.14%4.62%1.68%14.02%17.39%14.75%9.62%10.83%05/15/2006
a
U.S. Equity FundJUEMXR6-0.14%4.56%1.62%14.06%17.43%14.81%9.65%10.84%11/30/2010
a
U.S. Equity FundJUESXSelect-0.14%4.55%1.60%13.73%17.15%14.50%9.41%10.67%09/10/2001
a
U.S. Large Cap Core Plus FundJLCAXA-0.74%4.24%0.96%14.39%17.77%14.12%--10.79%11/01/2005
a
U.S. Large Cap Core Plus FundJLPCXC-0.79%4.09%0.81%13.82%17.18%13.55%--10.24%11/01/2005
a
U.S. Large Cap Core Plus FundJLPZXR2-0.75%4.19%0.90%14.09%17.48%13.83%--10.60%11/03/2008
a
U.S. Large Cap Core Plus FundJCPRXR5-0.73%4.37%1.12%14.92%18.30%14.64%--11.28%05/15/2006
a
U.S. Large Cap Core Plus FundJLPSXSelect-0.74%4.28%1.05%14.67%18.06%14.41%--11.06%11/01/2005
a
Value Advantage FundJVAAXA-0.37%4.39%1.08%10.93%17.18%14.99%9.97%9.71%02/28/2005
a
Value Advantage FundJVACXC-0.37%4.29%0.95%10.35%16.58%14.41%9.42%9.16%02/28/2005
a
Value Advantage FundJVAIXInstitutional-0.30%4.54%1.24%11.48%17.75%15.56%10.46%10.20%02/28/2005
a
Value Advantage FundJVASXSelect-0.33%4.47%1.18%11.19%17.46%15.28%10.25%9.99%02/28/2005
b
Emerging Markets Equity FundJFAMXA2.06%1.74%3.88%-0.43%0.22%1.27%7.98%5.10%09/28/2001
b
Emerging Markets Equity FundJFBMXB2.01%1.59%3.66%-0.91%-0.30%0.77%7.54%4.92%09/28/2001
b
Emerging Markets Equity FundJEMCXC2.03%1.60%3.70%-0.92%-0.30%0.76%7.43%4.78%02/28/2006
b
Emerging Markets Equity FundJMIEXInstitutional2.14%1.82%3.99%-0.06%0.60%1.68%8.42%5.51%11/15/1993
b
Emerging Markets Equity FundJEMWXR62.14%1.87%4.04%0.07%0.64%1.70%8.44%5.51%12/23/2013
b
Emerging Markets Equity FundJEMSXSelect2.11%1.79%3.93%-0.17%0.46%1.52%8.25%5.26%09/10/2001
b
International Value FundJFEAXA4.36%8.11%8.36%-4.99%5.68%4.27%4.66%4.44%09/28/2001
b
International Value FundJFEBXB4.28%7.95%8.20%-5.44%5.18%3.75%4.24%4.28%09/28/2001
b
International Value FundJIUCXC4.25%7.93%8.10%-5.43%5.18%3.77%4.14%4.17%07/11/2006
b
International Value FundJNUSXInstitutional4.35%8.20%8.52%-4.60%6.14%4.71%5.09%4.80%11/04/1993
b
International Value FundJPVZXR24.27%7.98%8.24%-5.20%5.44%4.02%4.49%4.37%11/03/2008
b
International Value FundJNVMXR64.42%8.27%8.52%-4.48%6.23%4.80%5.14%4.82%11/30/2010
b
International Value FundJIESXSelect4.32%8.14%8.46%-4.65%5.98%4.55%4.93%4.57%09/10/2001
b
Intrepid European FundVEUAXA2.75%7.23%7.09%-6.65%13.08%8.70%6.66%10.01%11/02/1995
b
Intrepid European FundVEUBXB2.72%7.14%6.93%-7.16%12.52%8.14%6.22%9.68%11/03/1995
b
Intrepid European FundVEUCXC2.75%7.12%6.92%-7.16%12.51%8.14%6.12%9.35%11/01/1998
b
Intrepid European FundJFEIXInstitutional2.80%7.38%7.25%-6.26%13.60%9.21%7.15%10.41%09/10/2001
b
Intrepid European FundJFESXSelect2.83%7.34%7.25%-6.41%13.37%8.96%6.92%10.20%09/10/2001
c
Core Bond FundPGBOXA-0.42%-0.87%1.06%4.90%2.84%4.34%5.03%7.39%05/01/1992
c
Core Bond FundOBOBXB-0.48%-1.03%0.93%4.21%2.20%3.66%4.48%6.91%08/26/1996
c
Core Bond FundOBOCXC-0.48%-1.02%0.84%4.19%2.18%3.64%4.34%6.69%03/22/1999
c
Core Bond FundJCBZXR2-0.45%-0.86%1.05%4.63%2.61%4.09%4.77%7.23%11/03/2008
c
Core Bond FundJCBRXR5-0.40%-0.79%1.17%5.23%3.15%4.64%5.32%7.67%05/15/2006
c
Core Bond FundJCBUXR6-0.39%-0.69%1.27%5.28%3.21%4.71%5.40%7.70%02/22/2005
c
Core Bond FundWOBDXSelect-0.41%-0.84%1.11%5.07%3.00%4.50%5.20%7.63%06/01/1991
c
Core Plus Bond FundONIAXA-0.24%-0.31%1.56%5.49%4.29%5.64%5.49%5.68%03/05/1993
c
Core Plus Bond FundOINBXB-0.18%-0.48%1.31%4.74%3.61%4.93%5.00%5.31%05/31/1995
c
Core Plus Bond FundOBDCXC-0.30%-0.47%1.33%4.77%3.63%4.96%4.86%4.96%05/30/2000
c
Core Plus Bond FundJCBIXInstitutional-0.11%-0.26%1.63%5.63%4.56%5.88%5.75%5.93%06/19/2009
c
Core Plus Bond FundJCPZXR2-0.27%-0.42%1.30%5.09%3.85%5.21%5.12%5.29%11/03/2008
c
Core Plus Bond FundJCPUXR6-0.21%-0.23%1.67%5.85%4.64%5.99%5.91%6.01%02/22/2005
c
Core Plus Bond FundHLIPXSelect-0.12%-0.18%1.59%5.59%4.40%5.72%5.65%5.89%03/05/1993
c
Global Bond Opportunities FundGBOAXA0.13%1.10%2.38%3.44%------5.84%09/04/2012
c
Global Bond Opportunities FundGBOCXC0.01%0.97%2.16%3.11%------5.44%09/04/2012
c
Global Bond Opportunities FundGBONXR60.16%1.16%2.54%3.85%------6.26%09/04/2012
c
Global Bond Opportunities FundGBOSXSelect0.15%1.22%2.50%3.71%------6.11%09/04/2012
c
High Yield FundOHYAXA0.81%2.38%3.26%2.15%6.82%7.53%7.41%6.80%11/13/1998
c
High Yield FundOGHBXB0.89%2.35%3.03%1.52%6.18%6.85%6.86%6.47%11/13/1998
c
High Yield FundOGHCXC0.90%2.38%3.07%1.44%6.17%6.85%6.73%6.12%03/22/1999
c
High Yield FundJHYZXR20.79%2.43%3.13%1.78%6.49%7.23%7.11%6.49%11/03/2008
c
High Yield FundJYHRXR50.96%2.57%3.32%2.36%7.07%7.80%7.71%7.09%05/15/2006
c
High Yield FundJHYUXR60.96%2.58%3.34%2.41%7.10%7.85%7.75%7.12%02/22/2005
c
High Yield FundOHYFXSelect0.95%2.54%3.30%2.31%7.00%7.76%7.66%7.06%11/13/1998
c
Strategic Income Opportunities FundJSOAXA0.47%1.21%1.14%-0.17%2.79%2.87%--5.82%10/10/2008
c
Strategic Income Opportunities FundJSOCXC0.49%1.10%1.01%-0.72%2.27%2.34%--5.30%10/10/2008
c
Strategic Income Opportunities FundJSORXR50.53%1.30%1.28%0.27%3.26%3.32%--6.31%10/10/2008
c
Strategic Income Opportunities FundJSOSXSelect0.50%1.26%1.22%0.10%3.05%3.11%--6.11%10/10/2008
c
Total Return FundJMTAXA-0.15%-0.40%1.34%4.59%4.44%5.73%--6.76%06/16/2008
c
Total Return FundJMTCXC-0.21%-0.56%1.13%3.97%3.74%5.06%--6.08%06/16/2008
c
Total Return FundJMTTXR2-0.20%-0.51%1.10%4.03%4.34%5.78%--6.87%03/18/2014
c
Total Return FundJMTRXR5-0.14%-0.27%1.39%4.87%4.62%5.95%--6.99%06/16/2008
c
Total Return FundJMTIXR6-0.23%-0.34%1.32%4.94%4.64%5.96%--7.00%03/18/2014
c
Total Return FundJMTSXSelect-0.14%-0.38%1.36%4.66%4.50%5.84%--6.87%06/16/2008
e
Hedged Equity FundJHQAXA-0.18%2.08%0.66%8.55%------9.27%12/13/2013
e
Hedged Equity FundJHQCXC-0.24%1.95%0.46%7.99%------8.73%12/13/2013
e
Hedged Equity FundJHQPXR5-0.18%2.18%0.75%8.99%------9.76%12/13/2013
e
Hedged Equity FundJHQRXR6-0.12%2.19%0.83%9.03%------9.81%12/13/2013
e
Hedged Equity FundJHEQXSelect-0.12%2.13%0.77%8.74%------9.52%12/13/2013
f
Global Allocation FundGAOAXA-0.71%3.19%3.63%7.94%9.87%----7.10%05/31/2011
f
Global Allocation FundGAOCXC-0.77%3.08%3.47%7.42%9.34%----6.57%05/31/2011
f
Global Allocation FundGAONXR2-0.77%3.16%3.54%7.72%9.62%----6.84%05/31/2011
f
Global Allocation FundGAOSXSelect-0.71%3.28%3.72%8.24%10.16%----7.37%05/31/2011
f
Income Builder FundJNBAXA0.94%2.61%3.33%3.81%8.23%8.21%--5.79%05/31/2007
f
Income Builder FundJNBCXC0.90%2.39%3.07%3.33%7.67%7.66%--5.27%05/31/2007
f
Income Builder FundJNBSXSelect0.95%2.63%3.37%3.96%8.38%8.36%--5.98%05/31/2007
f
Investor Balanced FundOGIAXA0.33%2.58%1.82%6.32%8.42%7.82%6.31%6.46%12/10/1996
f
Investor Balanced FundOGBBXB0.33%2.49%1.67%5.80%7.88%7.26%5.83%6.13%12/10/1996
f
Investor Balanced FundOGBCXC0.27%2.45%1.62%5.82%7.88%7.26%5.73%5.80%07/01/1997
f
Investor Balanced FundOIBFXSelect0.39%2.70%1.95%6.57%8.70%8.07%6.57%6.73%12/10/1996
f
Investor Conservative Growth FundOICAXA0.20%1.52%1.46%4.85%6.06%6.05%5.38%5.52%12/10/1996
f
Investor Conservative Growth FundOICGXB0.16%1.36%1.25%4.35%5.53%5.50%4.91%5.19%12/10/1996
f
Investor Conservative Growth FundOCGCXC0.12%1.41%1.24%4.38%5.54%5.51%4.81%4.87%07/01/1997
f
Investor Conservative Growth FundONCFXSelect0.22%1.65%1.54%5.14%6.36%6.32%5.64%5.81%12/10/1996
f
Investor Growth & Income FundONGIXA0.53%3.61%2.31%7.33%10.33%9.38%6.79%6.95%12/10/1996
f
Investor Growth & Income FundONEBXB0.47%3.46%2.10%6.89%9.76%8.83%6.31%6.60%12/10/1996
f
Investor Growth & Income FundONECXC0.48%3.53%2.14%6.85%9.78%8.83%6.21%6.27%07/01/1997
f
Investor Growth & Income FundONGFXSelect0.59%3.73%2.41%7.57%10.60%9.66%7.06%7.18%12/10/1996
f
Investor Growth FundONGAXA0.60%4.73%2.58%9.50%13.08%11.26%7.40%7.43%12/10/1996
f
Investor Growth FundOGIGXB0.57%4.57%2.42%8.99%12.46%10.67%6.90%7.16%12/10/1996
f
Investor Growth FundOGGCXC0.58%4.60%2.41%8.99%12.47%10.66%6.79%6.81%07/01/1997
f
Investor Growth FundONIFXSelect0.64%4.82%2.71%9.84%13.36%11.55%7.67%7.73%12/10/1996
f
JPMorgan SmartRetirement® 2015 FundJSFAXA0.06%1.68%2.31%6.31%7.52%7.92%--5.63%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFCXC0.06%1.53%2.06%5.58%6.80%7.20%--5.00%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFIXInstitutional0.11%1.73%2.36%6.54%7.77%8.18%--5.95%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFZXR20.06%1.57%2.20%6.03%7.23%7.64%--5.44%11/03/2008
f
JPMorgan SmartRetirement® 2015 FundJSFYXR60.11%1.74%2.37%6.56%7.78%8.19%--5.95%11/03/2014
f
JPMorgan SmartRetirement® 2015 FundJSFSXSelect0.11%1.70%2.33%6.40%7.61%8.02%--5.79%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTAXA0.16%2.32%2.77%7.78%9.19%9.14%--6.18%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTCXC0.05%2.13%2.52%7.09%8.50%8.43%--5.55%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTIXInstitutional0.21%2.42%2.87%7.99%9.46%9.40%--6.50%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTZXR20.16%2.27%2.72%7.50%8.91%8.87%--5.99%11/03/2008
f
JPMorgan SmartRetirement® 2020 FundJTTYXR60.16%2.38%2.88%8.07%9.48%9.41%--6.51%11/03/2014
f
JPMorgan SmartRetirement® 2020 FundJTTSXSelect0.11%2.34%2.78%7.91%9.31%9.25%--6.35%05/15/2006
f
JPMorgan SmartRetirement® 2025 FundJNSAXA0.11%2.80%2.91%8.57%10.48%9.95%--5.80%07/31/2007
f
JPMorgan SmartRetirement® 2025 FundJNSCXC0.06%2.61%2.72%7.90%9.77%9.25%--5.16%07/31/2007
f
JPMorgan SmartRetirement® 2025 FundJNSIXInstitutional0.16%2.84%3.02%8.86%10.75%10.22%--6.10%07/31/2007
f
JPMorgan SmartRetirement® 2025 FundJNSZXR20.11%2.69%2.86%8.30%10.19%9.67%--5.57%11/03/2008
f
JPMorgan SmartRetirement® 2025 FundJNSYXR60.16%2.86%3.03%8.88%10.76%10.23%--6.10%11/03/2014
f
JPMorgan SmartRetirement® 2025 FundJNSSXSelect0.11%2.81%2.99%8.72%10.60%10.06%--5.95%07/31/2007
f
JPMorgan SmartRetirement® 2030 FundJSMAXA0.15%3.25%3.09%9.06%11.49%10.52%--6.66%05/15/2006
f
JPMorgan SmartRetirement® 2030 FundJSMCXC0.10%3.12%2.91%8.35%10.77%9.80%--6.03%05/15/2006
f
JPMorgan SmartRetirement® 2030 FundJSMIXInstitutional0.15%3.35%3.18%9.39%11.76%10.78%--6.99%05/15/2006
f
JPMorgan SmartRetirement® 2030 FundJSMZXR20.05%3.15%2.99%8.85%11.21%10.24%--6.47%11/03/2008
f
JPMorgan SmartRetirement® 2030 FundJSMYXR60.10%3.31%3.14%9.41%11.77%10.79%--6.99%11/03/2014
f
JPMorgan SmartRetirement® 2030 FundJSMSXSelect0.10%3.27%3.10%9.20%11.61%10.62%--6.83%05/15/2006
f
JPMorgan SmartRetirement® 2035 FundSRJAXA0.21%3.65%3.25%9.36%12.24%11.01%--6.07%07/31/2007
f
JPMorgan SmartRetirement® 2035 FundSRJCXC0.16%3.43%3.03%8.61%11.49%10.28%--5.43%07/31/2007
f
JPMorgan SmartRetirement® 2035 FundSRJIXInstitutional0.21%3.69%3.35%9.63%12.50%11.28%--6.39%07/31/2007
f
JPMorgan SmartRetirement® 2035 FundSRJZXR20.21%3.60%3.20%9.08%11.95%10.73%--5.85%11/03/2008
f
JPMorgan SmartRetirement® 2035 FundSRJYXR60.26%3.70%3.36%9.64%12.51%11.29%--6.39%11/03/2014
f
JPMorgan SmartRetirement® 2035 FundSRJSXSelect0.21%3.65%3.31%9.48%12.36%11.12%--6.23%07/31/2007
f
JPMorgan SmartRetirement® 2040 FundSMTAXA0.30%3.95%3.42%9.55%12.54%11.21%--6.98%05/15/2006
f
JPMorgan SmartRetirement® 2040 FundSMTCXC0.25%3.79%3.20%8.80%11.80%10.50%--6.35%05/15/2006
f
JPMorgan SmartRetirement® 2040 FundSMTIXInstitutional0.30%4.04%3.51%9.81%12.82%11.50%--7.31%05/15/2006
f
JPMorgan SmartRetirement® 2040 FundSMTZXR20.30%3.92%3.34%9.25%12.25%10.94%--6.79%11/03/2008
f
JPMorgan SmartRetirement® 2040 FundSMTYXR60.30%4.05%3.52%9.83%12.83%11.50%--7.31%11/03/2014
f
JPMorgan SmartRetirement® 2040 FundSMTSXSelect0.30%3.96%3.43%9.63%12.65%11.33%--7.14%05/15/2006
f
JPMorgan SmartRetirement® 2045 FundJSAAXA0.26%3.96%3.46%9.55%12.58%11.19%--6.37%07/31/2007
f
JPMorgan SmartRetirement® 2045 FundJSACXC0.21%3.82%3.20%8.86%11.84%10.48%--5.73%07/31/2007
f
JPMorgan SmartRetirement® 2045 FundJSAIXInstitutional0.31%4.06%3.56%9.82%12.86%11.46%--6.67%07/31/2007
f
JPMorgan SmartRetirement® 2045 FundJSAZXR20.32%3.92%3.41%9.22%12.27%10.90%--6.14%11/03/2008
f
JPMorgan SmartRetirement® 2045 FundJSAYXR60.37%4.07%3.51%9.79%12.84%11.45%--6.67%11/03/2014
f
JPMorgan SmartRetirement® 2045 FundJSASXSelect0.31%4.03%3.47%9.62%12.67%11.30%--6.51%07/31/2007
f
JPMorgan SmartRetirement® 2050 FundJTSAXA0.32%3.97%3.41%9.49%12.51%11.24%--6.37%07/31/2007
f
JPMorgan SmartRetirement® 2050 FundJTSCXC0.26%3.83%3.21%8.81%11.78%10.53%--5.73%07/31/2007
f
JPMorgan SmartRetirement® 2050 FundJTSIXInstitutional0.26%3.95%3.45%9.81%12.80%11.53%--6.69%07/31/2007
f
JPMorgan SmartRetirement® 2050 FundJTSZXR20.26%3.87%3.31%9.22%12.22%10.97%--6.15%11/03/2008
f
JPMorgan SmartRetirement® 2050 FundJTSYXR60.31%4.02%3.51%9.83%12.80%11.54%--6.69%11/03/2014
f
JPMorgan SmartRetirement® 2050 FundJTSSXSelect0.31%3.98%3.47%9.62%12.61%11.37%--6.53%07/31/2007
f
JPMorgan SmartRetirement® 2055 FundJFFAXA0.29%3.95%3.39%9.46%12.69%----14.07%01/31/2012
f
JPMorgan SmartRetirement® 2055 FundJFFCXC0.24%3.80%3.19%8.72%11.97%----13.33%01/31/2012
f
JPMorgan SmartRetirement® 2055 FundJFFIXInstitutional0.33%3.99%3.44%9.68%12.96%----14.34%01/31/2012
f
JPMorgan SmartRetirement® 2055 FundJFFRXR20.29%3.90%3.29%9.19%12.41%----13.78%01/31/2012
f
JPMorgan SmartRetirement® 2055 FundJFFYXR60.33%4.00%3.45%9.70%12.97%----14.34%11/03/2014
f
JPMorgan SmartRetirement® 2055 FundJFFSXSelect0.33%3.97%3.41%9.49%12.80%----14.17%01/31/2012
f
JPMorgan SmartRetirement® Income FundJSRAXA0.06%1.53%2.11%5.53%6.20%6.68%--5.37%05/15/2006
f
JPMorgan SmartRetirement® Income FundJSRCXC0.06%1.38%1.91%4.77%5.49%5.98%--4.73%05/15/2006
f
JPMorgan SmartRetirement® Income FundJSIIXInstitutional0.11%1.58%2.21%5.76%6.45%6.94%--5.69%05/15/2006
f
JPMorgan SmartRetirement® Income FundJSIZXR20.06%1.47%2.05%5.25%5.93%6.42%--5.18%11/03/2008
f
JPMorgan SmartRetirement® Income FundJSIYXR60.11%1.65%2.22%5.77%6.45%6.94%--5.69%11/03/2014
f
JPMorgan SmartRetirement® Income FundJSRSXSelect0.11%1.61%2.19%5.57%6.29%6.78%--5.52%05/15/2006

The performance quoted is past performance and is not a guarantee of future results. Mutual funds are subject to certain market risk. Investment returns and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than original cost. Current performance may be higher or lower than the performance data shown. For performance current to the most recent month-end please call 1-800-480-4111.

The following share classes currently have limited offering, please see prospectus for more details on the offering: Mid Cap Value Fund (A, B, C, Institutional, R2, Select), Diversified Fund (B), Growth Advantage Fund (B), Europe Research Enhanced Equity (Select), U.S. Treasury Plus Money Market Fund (B), Small Cap Equity Fund (A, B, C, R2, R5, Select), International Value Fund (B), Small Cap Growth Fund (A, B, C, Institutional, R2, R6, Select), High Yield Fund (B), Tax Free Bond Fund (B), New York Tax Free Bond Fund (B), Mid Cap Growth Fund (B), U.S. Large Cap Core Plus Fund (A, C, R2, R5, Select), Limited Duration Bond Fund (B), Growth and Income Fund (B), International Research Enhanced Equity (B), Mid Cap Equity Fund (A, C, R2, R5, R6, Select), Core Bond Fund (B), Treasury & Agency Fund (B), Intrepid European Fund (B), Intrepid Mid Cap Fund (B), Investor Growth & Income Fund (B), Municipal Income Fund (B), Multi-Cap Market Neutral Fund (B), Investor Balanced Fund (B), Core Plus Bond Fund (B), International Equity Fund (B), Large Cap Value Fund (B), Market Expansion Enhanced Index Fund (B), Liquid Assets Money Market Fund (B), Equity Index Fund (B), Investor Conservative Growth Fund (B), Prime Money Market Fund (B), Realty Income Fund (B), U.S. Equity Fund (B), Short Duration Bond Fund (B), Government Bond Fund (B), Intermediate Tax Free Bond Fund (B), Investor Growth Fund (B), Undiscovered Managers Behavioral Value Fund (B), Small Cap Value Fund (B), Equity Income Fund (B), Emerging Markets Equity Fund (B), Short-Intermediate Municipal Bond Fund (B), Research Market Neutral Fund (B), Large Cap Growth Fund (B), Dynamic Small Cap Growth Fund (A, B, C, Select), International Opportunities Fund (B).

The following share classes are currently closed to new investors: Ohio Municipal Bond Fund (B), Current Yield Money Market Fund (Capital, Institutional).

1 Funds that are less than one year old are reflecting a cumulative, not annualized return.

Additional information is available by calling 1-800-480-4111. Information, including daily yield information, is available on other Money Market share classes by calling 1-800-766-7722.