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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

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Fund Basics Prices Performance My Watchlist
Total Returns as of 03/31/2015 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-1.65%1.44%1.44%14.04%17.32%14.94%8.33%7.26%09/28/2001
a
Disciplined Equity FundJPIEXInstitutional-1.63%1.52%1.52%14.47%17.80%15.41%8.77%7.90%01/03/1997
a
Disciplined Equity FundJDEUXR6-1.61%1.59%1.59%14.62%17.93%15.52%8.88%10.24%03/24/2003
a
Disciplined Equity FundJDESXSelect-1.63%1.53%1.53%14.30%17.63%15.22%8.61%7.09%09/10/2001
a
Dynamic Growth FundDGAAXA-1.50%3.41%3.41%6.67%13.87%14.27%--7.39%11/30/2007
a
Dynamic Growth FundDGXCXC-1.56%3.23%3.23%6.09%13.28%13.70%--6.85%11/30/2007
a
Dynamic Growth FundDGFRXR5-1.49%3.50%3.50%7.14%14.37%14.78%--7.86%11/30/2007
a
Dynamic Growth FundJDGSXSelect-1.48%3.47%3.47%6.94%14.16%14.56%--7.65%11/30/2007
a
Equity Income FundOIEIXA-1.24%-0.04%-0.04%10.70%15.47%15.29%8.50%8.95%02/18/1992
a
Equity Income FundOGIBXB-1.36%-0.26%-0.26%10.12%14.87%14.72%8.06%8.59%01/14/1994
a
Equity Income FundOINCXC-1.30%-0.19%-0.19%10.14%14.89%14.71%7.94%5.99%11/04/1997
a
Equity Income FundOIEFXR2-1.26%-0.15%-0.15%10.42%15.17%----14.02%02/28/2011
a
Equity Income FundOIERXR5-1.26%0.00%0.00%11.16%15.94%----14.80%02/28/2011
a
Equity Income FundOIEJXR6-1.18%0.09%0.09%11.32%16.04%----17.37%01/31/2012
a
Equity Income FundHLIEXSelect-1.27%-0.05%-0.05%10.96%15.73%15.56%8.81%9.21%07/02/1987
a
Growth Advantage FundVHIAXA0.13%6.07%6.07%16.02%17.53%17.12%11.28%3.51%10/29/1999
a
Growth Advantage FundVHIBXB0.07%5.94%5.94%15.38%16.95%16.52%10.76%3.14%10/29/1999
a
Growth Advantage FundJGACXC0.00%5.94%5.94%15.37%16.94%16.54%--9.42%05/01/2006
a
Growth Advantage FundJGVRXR50.13%6.17%6.17%16.39%17.98%17.59%--20.56%01/08/2009
a
Growth Advantage FundJGVVXR60.13%6.23%6.23%16.54%------13.66%12/23/2013
a
Growth Advantage FundJGASXSelect0.13%6.09%6.09%16.17%17.77%17.36%--10.26%05/01/2006
a
Intrepid Growth FundJIGAXA-1.60%1.12%1.12%15.32%16.61%15.07%8.64%8.43%02/19/2005
a
Intrepid Growth FundJCICXC-1.62%1.01%1.01%14.78%16.04%14.51%8.09%7.89%02/19/2005
a
Intrepid Growth FundJIGZXR2-1.60%1.08%1.08%15.06%16.33%14.79%--16.23%11/03/2008
a
Intrepid Growth FundJGIRXR5-1.55%1.24%1.24%15.88%17.14%15.59%--8.80%05/15/2006
a
Intrepid Growth FundJPGSXSelect-1.56%1.21%1.21%15.62%16.91%15.37%8.91%10.88%02/28/2003
a
Intrepid Value FundJIVAXA-0.96%-0.21%-0.21%10.86%17.27%13.87%7.78%7.67%02/19/2005
a
Intrepid Value FundJIVCXC-1.01%-0.35%-0.35%10.30%16.69%13.30%7.23%7.13%02/19/2005
a
Intrepid Value FundJIVZXR2-1.01%-0.29%-0.29%10.56%16.97%13.58%--13.96%11/03/2008
a
Intrepid Value FundJIVRXR5-0.94%-0.15%-0.15%11.26%17.69%14.28%--7.25%05/15/2006
a
Intrepid Value FundJIVMXR6-0.96%-0.14%-0.14%11.31%17.74%----16.95%11/30/2010
a
Intrepid Value FundJPIVXSelect-0.97%-0.21%-0.21%11.01%17.45%14.05%8.00%11.15%02/28/2003
a
Large Cap Growth FundOLGAXA-1.40%4.37%4.37%17.14%13.63%15.91%9.83%8.12%02/22/1994
a
Large Cap Growth FundOGLGXB-1.44%4.23%4.23%16.54%13.07%15.33%9.35%7.84%01/14/1994
a
Large Cap Growth FundOLGCXC-1.45%4.24%4.24%16.56%13.07%15.33%9.25%5.09%11/04/1997
a
Large Cap Growth FundJLGZXR2-1.42%4.29%4.29%16.83%13.35%15.62%--16.46%11/03/2008
a
Large Cap Growth FundJLGRXR5-1.38%4.44%4.44%17.56%14.05%16.34%--20.22%04/14/2009
a
Large Cap Growth FundJLGMXR6-1.35%4.49%4.49%17.63%14.11%----15.68%11/30/2010
a
Large Cap Growth FundSEEGXSelect-1.39%4.39%4.39%17.32%13.83%16.11%10.06%8.63%02/28/1992
a
Mid Cap Value FundJAMCXA0.83%3.56%3.56%15.15%18.96%16.68%9.69%11.07%04/30/2001
a
Mid Cap Value FundJBMCXB0.79%3.44%3.44%14.55%18.37%16.09%9.25%10.69%04/30/2001
a
Mid Cap Value FundJCMVXC0.80%3.42%3.42%14.55%18.35%16.08%9.13%10.47%04/30/2001
a
Mid Cap Value FundFLMVXInstitutional0.89%3.69%3.69%15.70%19.55%17.26%10.23%13.72%11/13/1997
a
Mid Cap Value FundJMVZXR20.83%3.51%3.51%14.84%18.66%16.37%--17.84%11/03/2008
a
Mid Cap Value FundJMVSXSelect0.87%3.64%3.64%15.42%19.26%16.97%9.96%12.28%10/31/2001
a
U.S. Equity FundJUEAXA-1.34%1.72%1.72%13.59%16.94%14.31%9.16%7.58%09/10/2001
a
U.S. Equity FundJUEBXB-1.36%1.61%1.61%13.05%16.37%13.72%8.71%7.20%09/10/2001
a
U.S. Equity FundJUECXC-1.42%1.57%1.57%12.96%16.33%13.73%8.60%6.98%09/10/2001
a
U.S. Equity FundJMUEXInstitutional-1.32%1.80%1.80%13.98%17.32%14.68%9.57%9.41%09/17/1993
a
U.S. Equity FundJUEZXR2-1.35%1.66%1.66%13.28%16.65%14.02%--15.64%11/03/2008
a
U.S. Equity FundJUSRXR5-1.30%1.82%1.82%14.02%17.39%14.75%--9.60%05/15/2006
a
U.S. Equity FundJUEMXR6-1.29%1.76%1.76%14.06%17.43%----16.80%11/30/2010
a
U.S. Equity FundJUESXSelect-1.32%1.74%1.74%13.73%17.15%14.50%9.41%7.82%09/10/2001
a
U.S. Large Cap Core Plus FundJLCAXA-1.33%1.71%1.71%14.39%17.77%14.12%--10.79%11/01/2005
a
U.S. Large Cap Core Plus FundJLPCXC-1.39%1.61%1.61%13.82%17.18%13.55%--10.24%11/01/2005
a
U.S. Large Cap Core Plus FundJLPZXR2-1.35%1.67%1.67%14.09%17.48%13.83%--16.00%11/03/2008
a
U.S. Large Cap Core Plus FundJCPRXR5-1.28%1.86%1.86%14.92%18.30%14.64%--10.63%05/15/2006
a
U.S. Large Cap Core Plus FundJLPSXSelect-1.32%1.80%1.80%14.67%18.06%14.41%--11.06%11/01/2005
a
Value Advantage FundJVAAXA-0.50%1.45%1.45%10.93%17.18%14.99%9.97%9.71%02/28/2005
a
Value Advantage FundJVACXC-0.56%1.32%1.32%10.35%16.58%14.41%9.42%9.16%02/28/2005
a
Value Advantage FundJVAIXInstitutional-0.49%1.54%1.54%11.48%17.75%15.56%10.46%10.20%02/28/2005
a
Value Advantage FundJVASXSelect-0.49%1.51%1.51%11.19%17.46%15.28%10.25%9.99%02/28/2005
b
Emerging Markets Equity FundJFAMXA-3.29%1.78%1.78%-0.43%0.22%1.27%7.98%12.57%09/28/2001
b
Emerging Markets Equity FundJFBMXB-3.35%1.62%1.62%-0.91%-0.30%0.77%7.54%12.26%09/28/2001
b
Emerging Markets Equity FundJEMCXC-3.34%1.64%1.64%-0.92%-0.30%0.76%--4.23%02/28/2006
b
Emerging Markets Equity FundJMIEXInstitutional-3.29%1.82%1.82%-0.06%0.60%1.68%8.42%5.51%11/15/1993
b
Emerging Markets Equity FundJEMWXR6-3.29%1.87%1.87%0.07%------2.64%12/23/2013
b
Emerging Markets Equity FundJEMSXSelect-3.27%1.79%1.79%-0.17%0.46%1.52%8.25%11.70%09/10/2001
b
International Value FundJFEAXA-2.10%3.83%3.83%-4.99%5.68%4.27%4.66%6.72%09/28/2001
b
International Value FundJFEBXB-2.10%3.75%3.75%-5.44%5.18%3.75%4.24%6.42%09/28/2001
b
International Value FundJIUCXC-2.08%3.70%3.70%-5.43%5.18%3.77%--1.28%07/11/2006
b
International Value FundJNUSXInstitutional-1.99%4.00%4.00%-4.60%6.14%4.71%5.09%4.94%11/04/1993
b
International Value FundJPVZXR2-2.05%3.81%3.81%-5.20%5.44%4.02%--7.35%11/03/2008
b
International Value FundJNVMXR6-2.06%3.92%3.92%-4.48%6.23%----5.79%11/30/2010
b
International Value FundJIESXSelect-1.98%3.97%3.97%-4.65%5.98%4.55%4.93%6.53%09/10/2001
b
Intrepid European FundVEUAXA-1.85%4.23%4.23%-6.65%13.08%8.70%6.66%10.01%11/02/1995
b
Intrepid European FundVEUBXB-1.87%4.10%4.10%-7.16%12.52%8.14%6.22%9.70%11/03/1995
b
Intrepid European FundVEUCXC-1.89%4.06%4.06%-7.16%12.51%8.14%6.12%7.25%11/01/1998
b
Intrepid European FundJFEIXInstitutional-1.80%4.33%4.33%-6.26%13.60%9.21%7.15%9.87%09/10/2001
b
Intrepid European FundJFESXSelect-1.82%4.30%4.30%-6.41%13.37%8.96%6.92%9.57%09/10/2001
c
Core Bond FundPGBOXA0.49%1.49%1.49%4.90%2.84%4.34%5.03%6.17%05/01/1992
c
Core Bond FundOBOBXB0.44%1.41%1.41%4.21%2.20%3.66%4.48%5.54%08/26/1996
c
Core Bond FundOBOCXC0.44%1.33%1.33%4.19%2.18%3.64%4.34%4.76%03/22/1999
c
Core Bond FundJCBZXR20.55%1.51%1.51%4.63%2.61%4.09%--5.68%11/03/2008
c
Core Bond FundJCBRXR50.52%1.58%1.58%5.23%3.15%4.64%--5.78%05/15/2006
c
Core Bond FundJCBUXR60.52%1.67%1.67%5.28%3.21%4.71%5.40%5.26%02/22/2005
c
Core Bond FundWOBDXSelect0.51%1.53%1.53%5.07%3.00%4.50%5.20%7.63%06/01/1991
c
Core Plus Bond FundONIAXA0.32%1.81%1.81%5.49%4.29%5.64%5.49%5.68%03/05/1993
c
Core Plus Bond FundOINBXB0.14%1.49%1.49%4.74%3.61%4.93%5.00%5.40%05/31/1995
c
Core Plus Bond FundOBDCXC0.27%1.63%1.63%4.77%3.63%4.96%4.86%5.29%05/30/2000
c
Core Plus Bond FundJCBIXInstitutional0.23%1.74%1.74%5.63%4.56%5.88%--7.12%06/19/2009
c
Core Plus Bond FundJCPZXR20.29%1.58%1.58%5.09%3.85%5.21%--7.44%11/03/2008
c
Core Plus Bond FundJCPUXR60.36%1.89%1.89%5.85%4.64%5.99%5.91%5.78%02/22/2005
c
Core Plus Bond FundHLIPXSelect0.33%1.71%1.71%5.59%4.40%5.72%5.65%5.89%03/05/1993
c
Global Bond Opportunities FundGBOAXA-0.19%2.25%2.25%3.44%------5.84%09/04/2012
c
Global Bond Opportunities FundGBOCXC-0.19%2.15%2.15%3.11%------5.44%09/04/2012
c
Global Bond Opportunities FundGBONXR6-0.15%2.38%2.38%3.85%------6.26%09/04/2012
c
Global Bond Opportunities FundGBOSXSelect-0.18%2.35%2.35%3.71%------6.11%09/04/2012
c
High Yield FundOHYAXA-0.56%2.43%2.43%2.15%6.82%7.53%7.41%6.80%11/13/1998
c
High Yield FundOGHBXB-0.74%2.13%2.13%1.52%6.18%6.85%6.86%6.47%11/13/1998
c
High Yield FundOGHCXC-0.74%2.15%2.15%1.44%6.17%6.85%6.73%6.02%03/22/1999
c
High Yield FundJHYZXR2-0.60%2.33%2.33%1.78%6.49%7.23%--12.35%11/03/2008
c
High Yield FundJYHRXR5-0.66%2.34%2.34%2.36%7.07%7.80%--7.70%05/15/2006
c
High Yield FundJHYUXR6-0.53%2.35%2.35%2.41%7.10%7.85%7.75%7.46%02/22/2005
c
High Yield FundOHYFXSelect-0.67%2.33%2.33%2.31%7.00%7.76%7.66%7.06%11/13/1998
c
Strategic Income Opportunities FundJSOAXA-0.17%0.67%0.67%-0.17%2.79%2.87%--5.82%10/10/2008
c
Strategic Income Opportunities FundJSOCXC-0.26%0.52%0.52%-0.72%2.27%2.34%--5.30%10/10/2008
c
Strategic Income Opportunities FundJSORXR5-0.17%0.75%0.75%0.27%3.26%3.32%--6.31%10/10/2008
c
Strategic Income Opportunities FundJSOSXSelect-0.17%0.72%0.72%0.10%3.05%3.11%--6.11%10/10/2008
c
Total Return FundJMTAXA0.18%1.50%1.50%4.59%4.44%5.73%--6.76%06/16/2008
c
Total Return FundJMTCXC0.13%1.34%1.34%3.97%3.74%5.06%--6.08%06/16/2008
c
Total Return FundJMTTXR20.14%1.30%1.30%4.03%------3.96%03/18/2014
c
Total Return FundJMTRXR50.20%1.53%1.53%4.87%4.62%5.95%--6.99%06/16/2008
c
Total Return FundJMTIXR60.20%1.55%1.55%4.94%------4.83%03/18/2014
c
Total Return FundJMTSXSelect0.19%1.50%1.50%4.66%4.50%5.84%--6.87%06/16/2008
e
Hedged Equity FundJHQAXA-0.97%0.84%0.84%8.55%------9.27%12/13/2013
e
Hedged Equity FundJHQCXC-0.98%0.71%0.71%7.99%------8.73%12/13/2013
e
Hedged Equity FundJHQPXR5-0.87%0.94%0.94%8.99%------9.76%12/13/2013
e
Hedged Equity FundJHQRXR6-0.91%0.95%0.95%9.03%------9.81%12/13/2013
e
Hedged Equity FundJHEQXSelect-0.92%0.89%0.89%8.74%------9.52%12/13/2013
f
Global Allocation FundGAOAXA0.13%4.37%4.37%7.94%9.87%----7.10%05/31/2011
f
Global Allocation FundGAOCXC0.12%4.27%4.27%7.42%9.34%----6.57%05/31/2011
f
Global Allocation FundGAONXR20.16%4.35%4.35%7.72%9.62%----6.84%05/31/2011
f
Global Allocation FundGAOSXSelect0.22%4.46%4.46%8.24%10.16%----7.37%05/31/2011
f
Income Builder FundJNBAXA-0.85%2.37%2.37%3.81%8.23%8.21%--5.79%05/31/2007
f
Income Builder FundJNBCXC-0.89%2.15%2.15%3.33%7.67%7.66%--5.27%05/31/2007
f
Income Builder FundJNBSXSelect-0.84%2.39%2.39%3.96%8.38%8.36%--5.98%05/31/2007
f
Investor Balanced FundOGIAXA-0.63%1.49%1.49%6.32%8.42%7.82%6.31%6.46%12/10/1996
f
Investor Balanced FundOGBBXB-0.72%1.33%1.33%5.80%7.88%7.26%5.83%6.13%12/10/1996
f
Investor Balanced FundOGBCXC-0.66%1.35%1.35%5.82%7.88%7.26%5.73%5.49%07/01/1997
f
Investor Balanced FundOIBFXSelect-0.63%1.55%1.55%6.57%8.70%8.07%6.57%6.73%12/10/1996
f
Investor Conservative Growth FundOICAXA-0.40%1.26%1.26%4.85%6.06%6.05%5.38%5.52%12/10/1996
f
Investor Conservative Growth FundOICGXB-0.46%1.10%1.10%4.35%5.53%5.50%4.91%5.19%12/10/1996
f
Investor Conservative Growth FundOCGCXC-0.39%1.12%1.12%4.38%5.54%5.51%4.81%4.69%07/01/1997
f
Investor Conservative Growth FundONCFXSelect-0.38%1.31%1.31%5.14%6.36%6.32%5.64%5.81%12/10/1996
f
Investor Growth & Income FundONGIXA-0.83%1.78%1.78%7.33%10.33%9.38%6.79%6.95%12/10/1996
f
Investor Growth & Income FundONEBXB-0.88%1.62%1.62%6.89%9.76%8.83%6.31%6.60%12/10/1996
f
Investor Growth & Income FundONECXC-0.83%1.65%1.65%6.85%9.78%8.83%6.21%5.82%07/01/1997
f
Investor Growth & Income FundONGFXSelect-0.83%1.81%1.81%7.57%10.60%9.66%7.06%7.18%12/10/1996
f
Investor Growth FundONGAXA-1.02%1.97%1.97%9.50%13.08%11.26%7.40%7.43%12/10/1996
f
Investor Growth FundOGIGXB-1.07%1.84%1.84%8.99%12.46%10.67%6.90%7.16%12/10/1996
f
Investor Growth FundOGGCXC-1.09%1.82%1.82%8.99%12.47%10.66%6.79%6.21%07/01/1997
f
Investor Growth FundONIFXSelect-0.99%2.06%2.06%9.84%13.36%11.55%7.67%7.73%12/10/1996
f
JPMorgan SmartRetirement® 2015 FundJSFAXA-0.23%2.26%2.26%6.31%7.52%7.92%--5.63%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFCXC-0.33%2.00%2.00%5.58%6.80%7.20%--5.00%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFIXInstitutional-0.23%2.25%2.25%6.54%7.77%8.18%--5.95%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFZXR2-0.29%2.15%2.15%6.03%7.23%7.64%--10.41%11/03/2008
f
JPMorgan SmartRetirement® 2015 FundJSFYXR6-0.22%2.26%2.26%----------11/03/2014
f
JPMorgan SmartRetirement® 2015 FundJSFSXSelect-0.26%2.22%2.22%6.40%7.61%8.02%--5.79%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTAXA-0.28%2.60%2.60%7.78%9.19%9.14%--6.18%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTCXC-0.32%2.46%2.46%7.09%8.50%8.43%--5.55%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTIXInstitutional-0.28%2.65%2.65%7.99%9.46%9.40%--6.50%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTZXR2-0.34%2.55%2.55%7.50%8.91%8.87%--11.63%11/03/2008
f
JPMorgan SmartRetirement® 2020 FundJTTYXR6-0.27%2.71%2.71%----------11/03/2014
f
JPMorgan SmartRetirement® 2020 FundJTTSXSelect-0.26%2.67%2.67%7.91%9.31%9.25%--6.35%05/15/2006
f
JPMorgan SmartRetirement® 2025 FundJNSAXA-0.40%2.80%2.80%8.57%10.48%9.95%--5.80%07/31/2007
f
JPMorgan SmartRetirement® 2025 FundJNSCXC-0.43%2.67%2.67%7.90%9.77%9.25%--5.16%07/31/2007
f
JPMorgan SmartRetirement® 2025 FundJNSIXInstitutional-0.34%2.85%2.85%8.86%10.75%10.22%--6.10%07/31/2007
f
JPMorgan SmartRetirement® 2025 FundJNSZXR2-0.40%2.75%2.75%8.30%10.19%9.67%--12.46%11/03/2008
f
JPMorgan SmartRetirement® 2025 FundJNSYXR6-0.33%2.86%2.86%----------11/03/2014
f
JPMorgan SmartRetirement® 2025 FundJNSSXSelect-0.32%2.87%2.87%8.72%10.60%10.06%--5.95%07/31/2007
f
JPMorgan SmartRetirement® 2030 FundJSMAXA-0.46%2.93%2.93%9.06%11.49%10.52%--6.66%05/15/2006
f
JPMorgan SmartRetirement® 2030 FundJSMCXC-0.51%2.80%2.80%8.35%10.77%9.80%--6.03%05/15/2006
f
JPMorgan SmartRetirement® 2030 FundJSMIXInstitutional-0.41%3.03%3.03%9.39%11.76%10.78%--6.99%05/15/2006
f
JPMorgan SmartRetirement® 2030 FundJSMZXR2-0.42%2.93%2.93%8.85%11.21%10.24%--13.05%11/03/2008
f
JPMorgan SmartRetirement® 2030 FundJSMYXR6-0.39%3.04%3.04%----------11/03/2014
f
JPMorgan SmartRetirement® 2030 FundJSMSXSelect-0.44%3.00%3.00%9.20%11.61%10.62%--6.83%05/15/2006
f
JPMorgan SmartRetirement® 2035 FundSRJAXA-0.56%3.03%3.03%9.36%12.24%11.01%--6.07%07/31/2007
f
JPMorgan SmartRetirement® 2035 FundSRJCXC-0.64%2.86%2.86%8.61%11.49%10.28%--5.43%07/31/2007
f
JPMorgan SmartRetirement® 2035 FundSRJIXInstitutional-0.56%3.13%3.13%9.63%12.50%11.28%--6.39%07/31/2007
f
JPMorgan SmartRetirement® 2035 FundSRJZXR2-0.57%2.98%2.98%9.08%11.95%10.73%--13.55%11/03/2008
f
JPMorgan SmartRetirement® 2035 FundSRJYXR6-0.55%3.08%3.08%----------11/03/2014
f
JPMorgan SmartRetirement® 2035 FundSRJSXSelect-0.54%3.10%3.10%9.48%12.36%11.12%--6.23%07/31/2007
f
JPMorgan SmartRetirement® 2040 FundSMTAXA-0.65%3.11%3.11%9.55%12.54%11.21%--6.98%05/15/2006
f
JPMorgan SmartRetirement® 2040 FundSMTCXC-0.70%2.94%2.94%8.80%11.80%10.50%--6.35%05/15/2006
f
JPMorgan SmartRetirement® 2040 FundSMTIXInstitutional-0.59%3.21%3.21%9.81%12.82%11.50%--7.31%05/15/2006
f
JPMorgan SmartRetirement® 2040 FundSMTZXR2-0.64%3.03%3.03%9.25%12.25%10.94%--13.68%11/03/2008
f
JPMorgan SmartRetirement® 2040 FundSMTYXR6-0.58%3.22%3.22%----------11/03/2014
f
JPMorgan SmartRetirement® 2040 FundSMTSXSelect-0.62%3.13%3.13%9.63%12.65%11.33%--7.14%05/15/2006
f
JPMorgan SmartRetirement® 2045 FundJSAAXA-0.57%3.19%3.19%9.55%12.58%11.19%--6.37%07/31/2007
f
JPMorgan SmartRetirement® 2045 FundJSACXC-0.63%2.98%2.98%8.86%11.84%10.48%--5.73%07/31/2007
f
JPMorgan SmartRetirement® 2045 FundJSAIXInstitutional-0.57%3.23%3.23%9.82%12.86%11.46%--6.67%07/31/2007
f
JPMorgan SmartRetirement® 2045 FundJSAZXR2-0.63%3.09%3.09%9.22%12.27%10.90%--13.72%11/03/2008
f
JPMorgan SmartRetirement® 2045 FundJSAYXR6-0.61%3.13%3.13%----------11/03/2014
f
JPMorgan SmartRetirement® 2045 FundJSASXSelect-0.60%3.15%3.15%9.62%12.67%11.30%--6.51%07/31/2007
f
JPMorgan SmartRetirement® 2050 FundJTSAXA-0.63%3.08%3.08%9.49%12.51%11.24%--6.37%07/31/2007
f
JPMorgan SmartRetirement® 2050 FundJTSCXC-0.68%2.94%2.94%8.81%11.78%10.53%--5.73%07/31/2007
f
JPMorgan SmartRetirement® 2050 FundJTSIXInstitutional-0.57%3.18%3.18%9.81%12.80%11.53%--6.69%07/31/2007
f
JPMorgan SmartRetirement® 2050 FundJTSZXR2-0.63%3.04%3.04%9.22%12.22%10.97%--13.72%11/03/2008
f
JPMorgan SmartRetirement® 2050 FundJTSYXR6-0.61%3.19%3.19%----------11/03/2014
f
JPMorgan SmartRetirement® 2050 FundJTSSXSelect-0.66%3.15%3.15%9.62%12.61%11.37%--6.53%07/31/2007
f
JPMorgan SmartRetirement® 2055 FundJFFAXA-0.61%3.09%3.09%9.46%12.69%----14.07%01/31/2012
f
JPMorgan SmartRetirement® 2055 FundJFFCXC-0.66%2.94%2.94%8.72%11.97%----13.33%01/31/2012
f
JPMorgan SmartRetirement® 2055 FundJFFIXInstitutional-0.65%3.09%3.09%9.68%12.96%----14.34%01/31/2012
f
JPMorgan SmartRetirement® 2055 FundJFFRXR2-0.66%3.00%3.00%9.19%12.41%----13.78%01/31/2012
f
JPMorgan SmartRetirement® 2055 FundJFFYXR6-0.64%3.10%3.10%----------11/03/2014
f
JPMorgan SmartRetirement® 2055 FundJFFSXSelect-0.63%3.06%3.06%9.49%12.80%----14.17%01/31/2012
f
JPMorgan SmartRetirement® Income FundJSRAXA-0.23%2.05%2.05%5.53%6.20%6.68%--5.37%05/15/2006
f
JPMorgan SmartRetirement® Income FundJSRCXC-0.32%1.85%1.85%4.77%5.49%5.98%--4.73%05/15/2006
f
JPMorgan SmartRetirement® Income FundJSIIXInstitutional-0.23%2.10%2.10%5.76%6.45%6.94%--5.69%05/15/2006
f
JPMorgan SmartRetirement® Income FundJSIZXR2-0.23%2.00%2.00%5.25%5.93%6.42%--8.83%11/03/2008
f
JPMorgan SmartRetirement® Income FundJSIYXR6-0.22%2.11%2.11%----------11/03/2014
f
JPMorgan SmartRetirement® Income FundJSRSXSelect-0.26%2.07%2.07%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.