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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 03/31/2014 Average Annual Returns as of 3/31/2014
Asset Class JPMorgan Fund Symbol Class Latest Month Latest Quarter YTD 1 Year 3 Year 5 Year 10 Year Since Inception1 Class Inception
a
Dynamic Growth FundDGAAXA-4.51%-1.98%-1.98%29.21%14.97%22.34%--7.50%11/30/2007
a
Dynamic Growth FundDGXCXC-4.53%-2.09%-2.09%28.52%14.42%21.75%--6.97%11/30/2007
a
Dynamic Growth FundDGFRXR5-4.47%-1.89%-1.89%29.75%15.48%22.89%--7.98%11/30/2007
a
Dynamic Growth FundJDGSXSelect-4.48%-1.91%-1.91%29.46%15.27%22.64%--7.77%11/30/2007
a
Equity Income FundOIEIXA2.08%2.45%2.45%21.19%15.49%21.09%8.41%8.81%02/18/1992
a
Equity Income FundOGIBXB2.05%2.26%2.26%20.58%14.89%20.51%7.93%8.35%01/14/1994
a
Equity Income FundOINCXC2.07%2.29%2.29%20.63%14.91%20.47%7.82%8.07%11/04/1997
a
Equity Income FundOIEFXR22.07%2.40%2.40%20.97%15.21%20.88%8.25%8.64%02/28/2011
a
Equity Income FundOIERXR52.09%2.53%2.53%21.77%16.00%21.59%8.78%9.17%02/28/2011
a
Equity Income FundOIEJXR62.10%2.54%2.54%21.74%16.01%21.59%8.78%9.17%01/31/2012
a
Equity Income FundHLIEXSelect2.15%2.48%2.48%21.54%15.75%21.45%8.71%9.15%07/02/1987
a
Growth Advantage FundVHIAXA-3.67%0.15%0.15%30.70%15.54%22.57%10.65%2.70%10/29/1999
a
Growth Advantage FundVHIBXB-3.64%0.00%0.00%30.06%14.97%21.97%10.10%2.31%10/29/1999
a
Growth Advantage FundJGACXC-3.64%0.00%0.00%30.03%14.95%21.98%10.00%2.07%05/01/2006
a
Growth Advantage FundJGVRXR5-3.58%0.21%0.21%31.23%15.98%23.08%10.96%2.90%01/08/2009
a
Growth Advantage FundJGVVXR6-3.58%0.21%0.21%31.23%15.98%23.08%10.96%2.90%12/23/2013
a
Growth Advantage FundJGASXSelect-3.61%0.14%0.14%30.98%15.78%22.83%10.85%2.83%05/01/2006
a
Intrepid Value FundJIVAXA2.15%2.39%2.39%23.95%14.67%21.89%8.05%10.97%02/19/2005
a
Intrepid Value FundJIVCXC2.12%2.24%2.24%23.33%14.10%21.29%7.56%10.51%02/19/2005
a
Intrepid Value FundJIVZXR22.12%2.33%2.33%23.63%14.39%21.60%7.90%10.83%11/03/2008
a
Intrepid Value FundJIVRXR52.17%2.47%2.47%24.38%15.08%22.37%8.43%11.31%05/15/2006
a
Intrepid Value FundJIVMXR62.19%2.48%2.48%24.44%15.13%22.41%8.44%11.33%11/30/2010
a
Intrepid Value FundJPIVXSelect2.18%2.42%2.42%24.12%14.85%22.11%8.26%11.16%02/28/2003
a
Large Cap Growth FundOLGAXA-5.09%-1.42%-1.42%22.91%12.60%21.06%8.03%7.96%02/22/1994
a
Large Cap Growth FundOGLGXB-5.12%-1.50%-1.50%22.32%12.05%20.44%7.54%7.60%01/14/1994
a
Large Cap Growth FundOLGCXC-5.13%-1.51%-1.51%22.26%12.04%20.44%7.44%7.24%11/04/1997
a
Large Cap Growth FundJLGZXR2-5.09%-1.43%-1.43%22.62%12.33%20.77%7.75%7.63%11/03/2008
a
Large Cap Growth FundJLGRXR5-5.06%-1.31%-1.31%23.34%13.05%21.54%8.36%8.29%04/14/2009
a
Large Cap Growth FundJLGMXR6-5.05%-1.28%-1.28%23.44%13.12%21.60%8.39%8.28%11/30/2010
a
Large Cap Growth FundSEEGXSelect-5.06%-1.35%-1.35%23.09%12.81%21.31%8.26%8.25%02/28/1992
a
Mid Cap Value FundJAMCXA0.68%3.07%3.07%20.34%15.94%24.18%9.76%13.16%04/30/2001
a
Mid Cap Value FundJBMCXB0.61%2.92%2.92%19.75%15.35%23.54%9.30%12.83%04/30/2001
a
Mid Cap Value FundJCMVXC0.64%2.94%2.94%19.77%15.35%23.54%9.19%12.67%04/30/2001
a
Mid Cap Value FundFLMVXInstitutional0.72%3.19%3.19%20.95%16.52%24.79%10.30%13.60%11/13/1997
a
Mid Cap Value FundJMVZXR20.64%3.01%3.01%20.03%15.64%23.85%9.60%13.06%11/03/2008
a
Mid Cap Value FundJMVSXSelect0.70%3.13%3.13%20.70%16.23%24.49%10.04%13.39%10/31/2001
a
U.S. Equity FundJUEAXA0.44%1.58%1.58%24.61%14.74%21.15%8.28%10.44%09/10/2001
a
U.S. Equity FundJUEBXB0.37%1.45%1.45%24.02%14.15%20.55%7.81%10.25%09/10/2001
a
U.S. Equity FundJUECXC0.40%1.49%1.49%24.05%14.18%20.56%7.72%10.17%09/10/2001
a
U.S. Equity FundJMUEXInstitutional0.46%1.67%1.67%25.05%15.12%21.58%8.69%10.70%09/17/1993
a
U.S. Equity FundJUEZXR20.45%1.60%1.60%24.31%14.46%20.86%8.14%10.39%11/03/2008
a
U.S. Equity FundJUSRXR50.47%1.75%1.75%25.07%15.16%21.65%8.74%10.72%05/15/2006
a
U.S. Equity FundJUEMXR60.48%1.69%1.69%25.11%15.24%21.70%8.76%10.73%11/30/2010
a
U.S. Equity FundJUESXSelect0.49%1.70%1.70%24.82%14.95%21.42%8.53%10.57%09/10/2001
a
U.S. Large Cap Core Plus FundJLCAXA0.61%1.67%1.67%25.06%14.57%21.19%--10.37%11/01/2005
a
U.S. Large Cap Core Plus FundJLPCXC0.59%1.55%1.55%24.48%13.99%20.57%--9.82%11/01/2005
a
U.S. Large Cap Core Plus FundJLPZXR20.58%1.61%1.61%24.79%14.27%20.87%--10.19%11/03/2008
a
U.S. Large Cap Core Plus FundJCPRXR50.64%1.80%1.80%25.67%15.07%21.72%--10.85%05/15/2006
a
U.S. Large Cap Core Plus FundJLPSXSelect0.64%1.73%1.73%25.41%14.86%21.49%--10.64%11/01/2005
a
Value Advantage FundJVAAXA1.82%3.62%3.62%21.84%15.80%25.05%--9.58%02/28/2005
a
Value Advantage FundJVACXC1.74%3.47%3.47%21.24%15.21%24.40%--9.03%02/28/2005
a
Value Advantage FundJVAIXInstitutional1.81%3.72%3.72%22.40%16.36%25.66%--10.06%02/28/2005
a
Value Advantage FundJVASXSelect1.81%3.68%3.68%22.16%16.10%25.35%--9.85%02/28/2005
b
Emerging Markets Equity FundJFAMXA6.10%2.17%2.17%-2.29%-1.61%13.69%10.14%5.38%09/28/2001
b
Emerging Markets Equity FundJFBMXB6.08%2.03%2.03%-2.81%-2.09%13.13%9.71%5.19%09/28/2001
b
Emerging Markets Equity FundJEMCXC6.08%1.99%1.99%-2.83%-2.11%13.12%9.60%5.07%02/28/2006
b
Emerging Markets Equity FundJMIEXInstitutional6.13%2.25%2.25%-1.92%-1.21%14.15%10.62%5.79%11/15/1993
b
Emerging Markets Equity FundJEMWXR66.13%2.25%2.25%-1.92%-1.21%14.15%10.62%5.79%12/23/2013
b
Emerging Markets Equity FundJEMSXSelect6.12%2.17%2.17%-2.07%-1.36%13.98%10.42%5.54%09/10/2001
b
International Equity FundJSEAXA-1.19%-1.38%-1.38%11.56%5.83%15.16%5.77%5.38%02/28/2002
b
International Equity FundJSEBXB-1.21%-1.52%-1.52%11.04%5.31%14.57%5.30%5.16%02/28/2002
b
International Equity FundJIECXC-1.25%-1.51%-1.51%11.03%5.30%14.57%5.20%5.05%01/31/2003
b
International Equity FundJIEZXR2-1.15%-1.40%-1.40%11.31%5.58%14.84%5.62%5.30%11/03/2008
b
International Equity FundJIERXR5-1.12%-1.24%-1.24%12.10%6.31%15.65%6.21%5.63%05/15/2006
b
International Equity FundJNEMXR6-1.17%-1.29%-1.29%12.16%6.36%15.67%6.22%5.64%11/30/2010
b
International Equity FundVSIEXSelect-1.18%-1.30%-1.30%11.86%6.11%15.45%6.05%5.55%01/01/1997
b
International Value FundJFEAXA-1.27%-2.32%-2.32%15.32%5.06%14.85%6.79%4.85%09/28/2001
b
International Value FundJFEBXB-1.28%-2.46%-2.46%14.79%4.54%14.27%6.37%4.69%09/28/2001
b
International Value FundJIUCXC-1.30%-2.44%-2.44%14.72%4.53%14.28%6.27%4.59%07/11/2006
b
International Value FundJNUSXInstitutional-1.18%-2.21%-2.21%15.78%5.47%15.32%7.25%5.21%11/04/1993
b
International Value FundJPVZXR2-1.29%-2.41%-2.41%15.02%4.79%14.56%6.64%4.79%11/03/2008
b
International Value FundJNVMXR6-1.18%-2.21%-2.21%15.92%5.58%15.39%7.28%5.23%11/30/2010
b
International Value FundJIESXSelect-1.24%-2.33%-2.33%15.51%5.29%15.13%7.04%4.98%09/10/2001
b
Intrepid European FundVEUAXA-2.38%3.56%3.56%35.52%13.57%20.15%9.40%10.99%11/02/1995
b
Intrepid European FundVEUBXB-2.39%3.47%3.47%34.93%13.00%19.54%8.96%10.64%11/03/1995
b
Intrepid European FundVEUCXC-2.41%3.45%3.45%34.90%12.99%19.57%8.86%10.33%11/01/1998
b
Intrepid European FundJFEIXInstitutional-2.33%3.70%3.70%36.16%14.12%20.74%9.94%11.40%09/10/2001
b
Intrepid European FundJFESXSelect-2.35%3.63%3.63%35.84%13.84%20.46%9.69%11.19%09/10/2001
c
Core Bond FundPGBOXA-0.21%1.63%1.63%-0.41%3.65%5.14%4.58%7.48%05/01/1992
c
Core Bond FundOBOBXB-0.27%1.54%1.54%-1.02%2.97%4.46%4.04%6.98%08/26/1996
c
Core Bond FundOBOCXC-0.27%1.44%1.44%-1.04%2.95%4.44%3.90%6.78%03/22/1999
c
Core Bond FundJCBZXR2-0.15%1.65%1.65%-0.59%3.40%4.87%4.33%7.31%11/03/2008
c
Core Bond FundJCBRXR5-0.19%1.70%1.70%-0.11%3.96%5.43%4.86%7.75%05/15/2006
c
Core Bond FundJCBUXR6-0.19%1.79%1.79%0.00%4.01%5.50%4.95%7.78%02/22/2005
c
Core Bond FundWOBDXSelect-0.21%1.67%1.67%-0.25%3.82%5.29%4.76%7.72%06/01/1991
c
Emerging Markets Debt FundJEDAXA1.31%3.55%3.55%-2.48%6.59%13.25%7.53%8.75%06/30/2006
c
Emerging Markets Debt FundJEDCXC1.28%3.34%3.34%-2.98%6.05%12.68%7.13%8.52%06/30/2006
c
Emerging Markets Debt FundJEMRXR51.34%3.59%3.59%-2.07%7.05%13.76%7.92%8.99%05/15/2006
c
Emerging Markets Debt FundJEMVXR61.36%3.63%3.63%-2.01%7.05%13.76%7.92%8.98%07/02/2012
c
Emerging Markets Debt FundJEMDXSelect1.34%3.58%3.58%-2.25%6.83%13.54%7.74%8.88%04/17/1997
c
Floating Rate Income FundJPHAXA0.21%0.88%0.88%4.12%------4.58%06/01/2011
c
Floating Rate Income FundJPHCXC0.17%0.78%0.78%3.61%------4.07%06/01/2011
c
Floating Rate Income FundJPHRXR60.14%0.97%0.97%4.41%------4.87%10/31/2013
c
Floating Rate Income FundJPHSXSelect0.23%1.04%1.04%4.36%------4.85%06/01/2011
c
Global Bond Opportunities FundGBOAXA0.32%1.96%1.96%4.94%------7.39%09/04/2012
c
Global Bond Opportunities FundGBOCXC0.29%1.89%1.89%4.49%------6.95%09/04/2012
c
Global Bond Opportunities FundGBONXR60.45%2.09%2.09%5.40%------7.83%09/04/2012
c
Global Bond Opportunities FundGBOSXSelect0.43%2.06%2.06%5.25%------7.68%09/04/2012
c
High Yield FundOHYAXA0.14%2.65%2.65%6.66%7.42%15.50%7.98%7.11%11/13/1998
c
High Yield FundOGHBXB0.07%2.48%2.48%5.91%6.77%14.75%7.43%6.75%11/13/1998
c
High Yield FundOGHCXC0.07%2.61%2.61%6.07%6.79%14.79%7.30%6.44%03/22/1999
c
High Yield FundJHYZXR20.10%2.69%2.69%6.32%7.14%15.16%7.68%6.81%11/03/2008
c
High Yield FundJYHRXR50.15%2.69%2.69%6.78%7.69%15.82%8.28%7.40%05/15/2006
c
High Yield FundJHYUXR60.15%2.70%2.70%6.95%7.76%15.85%8.32%7.43%02/22/2005
c
High Yield FundOHYFXSelect0.02%2.68%2.68%6.72%7.63%15.74%8.24%7.37%11/13/1998
c
Strategic Income Opportunities FundJSOAXA0.08%0.69%0.69%1.92%3.02%7.02%--6.96%10/10/2008
c
Strategic Income Opportunities FundJSOCXC0.04%0.57%0.57%1.44%2.51%6.49%--6.44%10/10/2008
c
Strategic Income Opportunities FundJSORXR50.12%0.80%0.80%2.44%3.46%7.50%--7.45%10/10/2008
c
Strategic Income Opportunities FundJSOSXSelect0.10%0.75%0.75%2.25%3.27%7.29%--7.24%10/10/2008
c
Total Return FundJMTAXA-0.14%1.94%1.94%1.37%5.07%8.88%--7.14%06/16/2008
c
Total Return FundJMTCXC-0.20%1.77%1.77%0.61%4.36%8.18%--6.45%06/16/2008
c
Total Return FundJMTTXR2-0.13%1.97%1.97%1.46%5.26%9.10%--7.36%03/18/2014
c
Total Return FundJMTRXR5-0.13%1.97%1.97%1.46%5.26%9.10%--7.36%06/16/2008
c
Total Return FundJMTIXR6-0.13%1.97%1.97%1.46%5.26%9.10%--7.36%03/18/2014
c
Total Return FundJMTSXSelect-0.14%2.04%2.04%1.44%5.18%8.99%--7.25%06/16/2008
d
Intermediate Tax Free Bond FundJITAXA-0.31%1.94%1.94%0.31%3.61%3.62%3.22%6.58%12/31/2003
d
Intermediate Tax Free Bond FundJIFBXB-0.37%1.81%1.81%-0.34%2.96%2.94%2.50%6.33%12/31/2003
d
Intermediate Tax Free Bond FundJITCXC-0.37%1.73%1.73%-0.37%2.92%2.93%2.47%6.32%12/31/2003
d
Intermediate Tax Free Bond FundJITIXInstitutional-0.38%1.95%1.95%0.48%3.86%3.86%3.47%6.64%09/10/2001
d
Intermediate Tax Free Bond FundVSITXSelect-0.39%1.92%1.92%0.38%3.77%3.78%3.37%6.60%01/01/1997
d
Tax Aware High Income FundJTIAXA-0.06%2.42%2.42%0.31%5.27%6.89%--4.90%09/17/2007
d
Tax Aware High Income FundJTICXC-0.11%2.28%2.28%-0.23%4.74%6.34%--4.37%09/17/2007
d
Tax Aware High Income FundJTISXSelect-0.06%2.44%2.44%0.42%5.38%7.00%--5.00%09/17/2007
d
Tax Aware Income Opportunities FundJTAAXA-0.09%0.44%0.44%0.42%1.98%----1.92%03/01/2011
d
Tax Aware Income Opportunities FundJTACXC-0.10%0.30%0.30%-0.19%1.33%----1.26%03/01/2011
d
Tax Aware Income Opportunities FundJTASXSelect-0.09%0.45%0.45%0.51%2.06%----2.01%03/01/2011
f
Global Allocation FundGAOAXA-0.08%0.83%0.83%11.05%------6.80%05/31/2011
f
Global Allocation FundGAOCXC-0.14%0.71%0.71%10.48%------6.27%05/31/2011
f
Global Allocation FundGAONXR2-0.10%0.75%0.75%10.79%------6.53%05/31/2011
f
Global Allocation FundGAOSXSelect-0.04%0.92%0.92%11.33%------7.07%05/31/2011
f
Income Builder FundJNBAXA0.58%2.34%2.34%8.06%8.04%15.53%--6.08%05/31/2007
f
Income Builder FundJNBCXC0.54%2.13%2.13%7.47%7.46%14.95%--5.55%05/31/2007
f
Income Builder FundJNBSXSelect0.58%2.38%2.38%8.20%8.17%15.71%--6.28%05/31/2007
f
Investor Balanced FundOGIAXA0.33%1.43%1.43%10.93%7.68%12.60%6.17%6.47%12/10/1996
f
Investor Balanced FundOGBBXB0.33%1.29%1.29%10.30%7.12%12.00%5.67%6.12%12/10/1996
f
Investor Balanced FundOGBCXC0.28%1.32%1.32%10.30%7.11%12.00%5.56%5.80%07/01/1997
f
Investor Balanced FundOIBFXSelect0.39%1.48%1.48%11.17%7.96%12.87%6.42%6.74%12/10/1996
f
Investor Conservative Growth FundOICAXA0.28%1.40%1.40%6.88%5.91%9.55%5.21%5.55%12/10/1996
f
Investor Conservative Growth FundOICGXB0.23%1.27%1.27%6.38%5.39%8.98%4.73%5.21%12/10/1996
f
Investor Conservative Growth FundOCGCXC0.24%1.28%1.28%6.36%5.37%8.96%4.62%4.89%07/01/1997
f
Investor Conservative Growth FundONCFXSelect0.30%1.52%1.52%7.18%6.18%9.82%5.47%5.84%12/10/1996
f
Investor Growth & Income FundONGIXA0.32%1.37%1.37%14.32%9.29%15.54%6.67%6.93%12/10/1996
f
Investor Growth & Income FundONEBXB0.24%1.17%1.17%13.68%8.70%14.91%6.16%6.56%12/10/1996
f
Investor Growth & Income FundONECXC0.27%1.21%1.21%13.73%8.70%14.92%6.05%6.24%07/01/1997
f
Investor Growth & Income FundONGFXSelect0.32%1.44%1.44%14.64%9.56%15.85%6.93%7.16%12/10/1996
f
Investor Growth FundONGAXA0.36%1.50%1.50%19.15%11.18%18.16%7.18%7.32%12/10/1996
f
Investor Growth FundOGIGXB0.27%1.32%1.32%18.43%10.57%17.50%6.66%7.02%12/10/1996
f
Investor Growth FundOGGCXC0.28%1.35%1.35%18.46%10.55%17.51%6.55%6.68%07/01/1997
f
Investor Growth FundONIFXSelect0.36%1.53%1.53%19.37%11.44%18.45%7.44%7.61%12/10/1996
f
JPMorgan SmartRetirement® 2010 FundJSWAXA0.13%1.46%1.46%6.44%5.93%11.52%--5.08%05/15/2006
f
JPMorgan SmartRetirement® 2010 FundJSWCXC0.05%1.32%1.32%5.75%5.25%10.81%--4.47%05/15/2006
f
JPMorgan SmartRetirement® 2010 FundJSWIXInstitutional0.07%1.45%1.45%6.68%6.17%11.81%--5.41%05/15/2006
f
JPMorgan SmartRetirement® 2010 FundJSWZXR20.08%1.40%1.40%6.15%5.67%11.24%--4.91%11/03/2008
f
JPMorgan SmartRetirement® 2010 FundJSWSXSelect0.10%1.48%1.48%6.53%6.05%11.64%--5.25%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFAXA0.19%1.53%1.53%8.17%6.96%13.83%--5.54%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFCXC0.10%1.33%1.33%7.42%6.28%13.12%--4.93%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFIXInstitutional0.19%1.58%1.58%8.40%7.22%14.12%--5.88%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFZXR20.14%1.42%1.42%7.88%6.69%13.56%--5.37%11/03/2008
f
JPMorgan SmartRetirement® 2015 FundJSFSXSelect0.15%1.55%1.55%8.26%7.05%13.96%--5.72%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTAXA0.17%1.57%1.57%10.43%8.13%15.66%--5.97%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTCXC0.14%1.38%1.38%9.67%7.43%14.94%--5.36%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTIXInstitutional0.22%1.62%1.62%10.71%8.42%15.99%--6.31%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTZXR20.11%1.46%1.46%10.14%7.85%15.38%--5.80%11/03/2008
f
JPMorgan SmartRetirement® 2020 FundJTTSXSelect0.19%1.59%1.59%10.50%8.25%15.80%--6.15%05/15/2006
f
JPMorgan SmartRetirement® 2025 FundJNSAXA0.29%1.45%1.45%12.72%8.91%17.08%--5.39%07/31/2007
f
JPMorgan SmartRetirement® 2025 FundJNSCXC0.21%1.31%1.31%11.97%8.22%16.32%--4.75%07/31/2007
f
JPMorgan SmartRetirement® 2025 FundJNSIXInstitutional0.23%1.50%1.50%12.95%9.19%17.37%--5.69%07/31/2007
f
JPMorgan SmartRetirement® 2025 FundJNSZXR20.24%1.41%1.41%12.37%8.63%16.78%--5.17%11/03/2008
f
JPMorgan SmartRetirement® 2025 FundJNSSXSelect0.25%1.47%1.47%12.80%9.02%17.19%--5.54%07/31/2007
f
JPMorgan SmartRetirement® 2030 FundJSMAXA0.35%1.39%1.39%14.59%9.44%18.21%--6.36%05/15/2006
f
JPMorgan SmartRetirement® 2030 FundJSMCXC0.27%1.25%1.25%13.87%8.75%17.48%--5.73%05/15/2006
f
JPMorgan SmartRetirement® 2030 FundJSMIXInstitutional0.30%1.44%1.44%14.85%9.70%18.52%--6.69%05/15/2006
f
JPMorgan SmartRetirement® 2030 FundJSMZXR20.30%1.34%1.34%14.31%9.17%17.91%--6.18%11/03/2008
f
JPMorgan SmartRetirement® 2030 FundJSMSXSelect0.32%1.40%1.40%14.72%9.56%18.35%--6.53%05/15/2006
f
JPMorgan SmartRetirement® 2035 FundSRJAXA0.33%1.35%1.35%16.08%10.03%18.99%--5.59%07/31/2007
f
JPMorgan SmartRetirement® 2035 FundSRJCXC0.30%1.15%1.15%15.35%9.31%18.24%--4.96%07/31/2007
f
JPMorgan SmartRetirement® 2035 FundSRJIXInstitutional0.38%1.40%1.40%16.34%10.31%19.30%--5.91%07/31/2007
f
JPMorgan SmartRetirement® 2035 FundSRJZXR20.33%1.24%1.24%15.80%9.73%18.69%--5.37%11/03/2008
f
JPMorgan SmartRetirement® 2035 FundSRJSXSelect0.35%1.36%1.36%16.19%10.14%19.12%--5.75%07/31/2007
f
JPMorgan SmartRetirement® 2040 FundSMTAXA0.35%1.30%1.30%16.59%10.25%19.21%--6.66%05/15/2006
f
JPMorgan SmartRetirement® 2040 FundSMTCXC0.37%1.17%1.17%15.86%9.55%18.44%--6.04%05/15/2006
f
JPMorgan SmartRetirement® 2040 FundSMTIXInstitutional0.40%1.41%1.41%16.91%10.52%19.51%--7.00%05/15/2006
f
JPMorgan SmartRetirement® 2040 FundSMTZXR20.35%1.26%1.26%16.33%9.98%18.92%--6.48%11/03/2008
f
JPMorgan SmartRetirement® 2040 FundSMTSXSelect0.42%1.38%1.38%16.72%10.37%19.33%--6.83%05/15/2006
f
JPMorgan SmartRetirement® 2045 FundJSAAXA0.36%1.31%1.31%16.57%10.33%19.12%--5.90%07/31/2007
f
JPMorgan SmartRetirement® 2045 FundJSACXC0.27%1.12%1.12%15.82%9.60%18.38%--5.26%07/31/2007
f
JPMorgan SmartRetirement® 2045 FundJSAIXInstitutional0.41%1.36%1.36%16.85%10.60%19.43%--6.21%07/31/2007
f
JPMorgan SmartRetirement® 2045 FundJSAZXR20.36%1.26%1.26%16.29%10.05%18.82%--5.68%11/03/2008
f
JPMorgan SmartRetirement® 2045 FundJSASXSelect0.38%1.33%1.33%16.70%10.43%19.25%--6.05%07/31/2007
f
JPMorgan SmartRetirement® 2050 FundJTSAXA0.36%1.26%1.26%16.54%10.28%19.18%--5.91%07/31/2007
f
JPMorgan SmartRetirement® 2050 FundJTSCXC0.28%1.07%1.07%15.80%9.53%18.44%--5.28%07/31/2007
f
JPMorgan SmartRetirement® 2050 FundJTSIXInstitutional0.35%1.30%1.30%16.88%10.53%19.50%--6.23%07/31/2007
f
JPMorgan SmartRetirement® 2050 FundJTSZXR20.31%1.21%1.21%16.33%9.99%18.90%--5.70%11/03/2008
f
JPMorgan SmartRetirement® 2050 FundJTSSXSelect0.32%1.27%1.27%16.67%10.36%19.32%--6.07%07/31/2007
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JPMorgan SmartRetirement® 2055 FundJFFAXA0.20%1.37%1.37%16.65%------16.26%01/31/2012
f
JPMorgan SmartRetirement® 2055 FundJFFCXC0.17%1.25%1.25%15.93%------15.52%01/31/2012
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JPMorgan SmartRetirement® 2055 FundJFFIXInstitutional0.25%1.42%1.42%16.93%------16.56%01/31/2012
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JPMorgan SmartRetirement® 2055 FundJFFRXR20.15%1.28%1.28%16.32%------15.97%01/31/2012
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JPMorgan SmartRetirement® 2055 FundJFFSXSelect0.26%1.44%1.44%16.78%------16.40%01/31/2012
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JPMorgan SmartRetirement® Income FundJSRAXA0.08%1.48%1.48%6.42%5.91%10.84%--5.35%05/15/2006
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JPMorgan SmartRetirement® Income FundJSRCXC0.05%1.33%1.33%5.74%5.24%10.15%--4.73%05/15/2006
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JPMorgan SmartRetirement® Income FundJSIIXInstitutional0.13%1.53%1.53%6.64%6.19%11.14%--5.68%05/15/2006
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JPMorgan SmartRetirement® Income FundJSIZXR20.09%1.37%1.37%6.11%5.65%10.58%--5.17%11/03/2008
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JPMorgan SmartRetirement® Income FundJSRSXSelect0.16%1.50%1.50%6.49%6.04%10.98%--5.52%05/15/2006
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Total Emerging Markets FundTMGGXA1.54%-0.31%-0.31%-1.75%------5.06%11/30/2011
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Total Emerging Markets FundTMGHXC1.48%-0.43%-0.43%-2.24%------4.52%11/30/2011
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Total Emerging Markets FundTMGTXR21.50%-0.35%-0.35%-1.96%------4.80%11/30/2011
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Total Emerging Markets FundTMGRXR51.56%-0.16%-0.16%-1.26%------5.54%11/30/2011
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Total Emerging Markets FundTMGVXR61.57%-0.15%-0.15%-1.26%------5.58%11/30/2011
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Total Emerging Markets FundTMGSXSelect1.50%-0.22%-0.22%-1.47%------5.32%11/30/2011

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), Growth Advantage Fund (B), Diversified Fund (B), International Value Fund (B), Small Cap Equity Fund (A, B, C, R2, R5, Select), U.S. Treasury Plus Money Market Fund (B), Small Cap Growth Fund (A, B, C, Institutional, R2, R6, Select), High Yield Fund (B), U.S. Large Cap Core Plus Fund (A, C, R2, R5, Select), Michigan Municipal Bond Fund (B), Intrepid European Fund (B), Treasury & Agency Fund (B), Investor Growth & Income Fund (B), International Equity Fund (B), Market Expansion Enhanced Index Fund (B), Prime Money Market Fund (B), U.S. Equity Fund (B), Intermediate Tax Free Bond Fund (B), Government Bond Fund (B), Equity Income Fund (B), Small Cap Value Fund (B), Emerging Markets Equity Fund (B), Research Market Neutral Fund (B), Large Cap Growth Fund (B), Short-Intermediate Municipal Bond Fund (B), International Opportunities Fund (B), Dynamic Small Cap Growth Fund (A, B, C, Select), Tax Free Bond Fund (B), New York Tax Free Bond Fund (B), Mid Cap Growth Fund (B), Limited Duration Bond Fund (B), Growth and Income Fund (B), Mid Cap Equity Fund (A, C, R2, R5, R6, Select), International Equity Index Fund (B), Core Bond Fund (B), Intrepid Mid Cap Fund (B), Arizona Municipal Bond Fund (B), Municipal Income Fund (B), Multi-Cap Market Neutral Fund (B), Large Cap Value Fund (B), Core Plus Bond Fund (B), Investor Balanced Fund (B), Liquid Assets Money Market Fund (B), Equity Index Fund (B), Investor Conservative Growth Fund (B), Ohio Municipal Bond Fund (B), Realty Income Fund (B), Short Duration Bond Fund (B), Investor Growth Fund (B), Undiscovered Managers Behavioral Value Fund (B).

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.

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.