Use the Guide
Browse the Guide
Portfolio Discussions
Dr. Kelly's Review
Use the Guide
Guide to Retirement
Client Presentation
Employment & the Fed
Navigating fiscal uncertainty
European Markets
U.S. Recovery
Employment & the Fed
Navigating fiscal uncertainty
European Markets
U.S. Recovery
Featured Topics
Fixed Income
Income Opportunities
U.S. Equities
Global Growth
Looking for other topics? Visit the Library
Choose a Shortcut

Award Recognition

Industry leadership

We are proud to be recognized for excellence by our peers, clients and industry experts. We value the confidence placed in us by our clients and welcome the responsibility of investing on their behalf.

Institutional Investor’s U.S. Investment Management Awards

Recognizing U.S. institutional investors whose innovative strategies and fiduciary savvy resulted in impressive returns over the past year:

2010 Money Manager of the Year
Thomas Luddy, Portfolio Manager for Large
Cap Core and Large Cap Core Plus strategies,
J.P. Morgan Asset Management.
2010 Cash & Money Management Manager of the Year
# 1 provider of liquidity funds with an 18% share
of the global institutional market, J.P. Morgan Asset Management.

#1 among the largest hedge fund managers
Institutional Investor
J.P. Morgan subsidiary Highbridge Capital Management named "Institutional Hedge Fund Firm of the Year in 2010."

Lipper fund awards

Recognizing mutual funds* as of 2/28/2011 that have excelled in delivering consistently strong risk-adjusted performance relative to peers — #1 in the following funds:

3 year performance
JPMorgan Core Bond Fund >
  • Managed by Douglas Swanson
  • 1st out of 57 funds in the U.S. Government
    Funds category [R6 share class]
JPMorgan SmartRetirement 2050 Fund >
  • Managed by Anne Lester
  • 1st out of 109 funds in the Mixed-Asset Target
    2050 + Funds category [Institutional share class]

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.

Past performance is no guarantee of future results.Investments in mutual funds are subject to market risk, which is the risk that when the market as a whole declines, the value of a specific investment will decline proportionately. This systematic risk is common to all investments and the mutual funds that purchase them.

Total return assumes reinvestment of dividends and capital gains distributions and reflects the deduction of any sales charges or redemption fees. Performance may reflect the waiver of a portion of the Fund's advisory or administrative fees for certain periods since the inception date. If fees had not been waived, performance would have been less favorable.

The currency for the calculation corresponds to the currency of the country for which the awards are calculated and relies on monthly data. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60, and 120 months. For a detailed explanation please review the Lipper Leaders methodology document on

Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Users acknowledge that they have not relied upon any warranty, condition, guarantee, or representation made by Lipper. Any use of the data for analyzing, managing, or trading financial instruments is at the user's own risk. This is not an offer to buy or sell securities.

The Lipper Fund Awards program highlights funds that have excelled in delivering consistently strong risk-adjusted performance, relative to peers. Lipper designates award-winning funds in most individual classifications for the three-, five-, and ten-year periods.

Rankings do not take sales charges into account and are based on total return, net of expenses and include reinvested distributions. Lipper scores for Consistent Return reflect funds’ historical risk-adjusted returns, measured in local currency, relative to peers. Funds registered for sale in a given country are selected and then scores for Consistent Return are computed for all Lipper classifications with five or more distinct portfolios. Past performance is no guarantee of future results.

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.