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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 02/28/2015 Average Annual Returns as of 12/31/2014
Asset Class JPMorgan Fund Symbol Class Latest Month Latest Quarter YTD 1 Year 3 Year 5 Year 10 Year Since Inception1 Class Inception
a
Disciplined Equity FundJDEAXA4.39%3.31%3.14%15.29%21.59%15.77%7.91%7.28%09/28/2001
a
Disciplined Equity FundJPIEXInstitutional4.40%3.40%3.21%15.74%22.08%16.26%8.36%7.92%01/03/1997
a
Disciplined Equity FundJDEUXR64.44%3.42%3.25%15.84%22.19%16.36%8.45%10.32%03/24/2003
a
Disciplined Equity FundJDESXSelect4.39%3.37%3.21%15.51%21.87%16.08%8.18%7.11%09/10/2001
a
Dynamic Growth FundDGAAXA6.08%4.16%4.98%1.11%20.18%14.42%--7.15%11/30/2007
a
Dynamic Growth FundDGXCXC6.00%4.02%4.86%0.63%19.59%13.84%--6.62%11/30/2007
a
Dynamic Growth FundDGFRXR56.14%4.27%5.07%1.56%20.71%14.92%--7.63%11/30/2007
a
Dynamic Growth FundJDGSXSelect6.10%4.21%5.02%1.38%20.46%14.69%--7.41%11/30/2007
a
Equity Income FundOIEIXA2.24%1.58%1.22%13.46%18.98%16.45%8.58%9.05%02/18/1992
a
Equity Income FundOGIBXB2.21%1.47%1.12%12.91%18.43%15.90%8.13%8.70%01/14/1994
a
Equity Income FundOINCXC2.16%1.49%1.13%12.87%18.39%15.88%8.02%6.09%11/04/1997
a
Equity Income FundOIEFXR22.22%1.53%1.13%13.24%18.68%----15.03%02/28/2011
a
Equity Income FundOIERXR52.27%1.70%1.27%13.97%19.53%----15.82%02/28/2011
a
Equity Income FundOIEJXR62.22%1.73%1.29%14.04%------18.93%01/31/2012
a
Equity Income FundHLIEXSelect2.24%1.71%1.24%13.76%19.31%16.79%8.89%9.30%07/02/1987
a
Growth Advantage FundVHIAXA5.20%5.00%5.93%9.54%22.37%16.88%10.59%3.17%10/29/1999
a
Growth Advantage FundVHIBXB5.13%4.84%5.86%8.91%21.76%16.29%10.07%2.80%10/29/1999
a
Growth Advantage FundJGACXC5.21%4.91%5.94%8.90%21.74%16.27%--8.98%05/01/2006
a
Growth Advantage FundJGVRXR55.25%5.12%6.03%9.87%22.83%17.34%--20.28%01/08/2009
a
Growth Advantage FundJGVVXR65.24%5.19%6.09%9.94%------10.49%12/23/2013
a
Growth Advantage FundJGASXSelect5.16%5.04%5.95%9.66%22.59%17.10%--9.82%05/01/2006
a
Intrepid Growth FundJIGAXA4.00%1.29%2.76%16.14%21.62%16.03%--8.53%02/19/2005
a
Intrepid Growth FundJCICXC3.94%1.16%2.68%15.55%21.02%15.45%--7.98%02/19/2005
a
Intrepid Growth FundJIGZXR23.96%1.21%2.72%15.82%21.31%15.74%--16.72%11/03/2008
a
Intrepid Growth FundJGIRXR54.05%1.40%2.83%16.66%22.17%16.55%--8.90%05/15/2006
a
Intrepid Growth FundJPGSXSelect4.03%1.35%2.82%16.39%21.92%16.32%8.64%11.01%02/28/2003
a
Intrepid Value FundJIVAXA2.64%0.41%0.75%13.75%21.96%15.28%--7.89%02/19/2005
a
Intrepid Value FundJIVCXC2.58%0.27%0.68%13.16%21.36%14.70%--7.35%02/19/2005
a
Intrepid Value FundJIVZXR22.62%0.35%0.73%13.47%21.66%14.99%--14.62%11/03/2008
a
Intrepid Value FundJIVRXR52.68%0.51%0.80%14.17%22.41%15.71%--7.48%05/15/2006
a
Intrepid Value FundJIVMXR62.68%0.52%0.83%14.22%22.46%----18.10%11/30/2010
a
Intrepid Value FundJPIVXSelect2.66%0.47%0.78%13.93%22.15%15.47%8.15%11.41%02/28/2003
a
Large Cap Growth FundOLGAXA5.79%5.44%5.85%10.64%17.93%15.56%8.63%8.00%02/22/1994
a
Large Cap Growth FundOGLGXB5.75%5.28%5.75%10.14%17.36%15.00%8.15%7.72%01/14/1994
a
Large Cap Growth FundOLGCXC5.74%5.30%5.78%10.13%17.34%14.98%8.06%4.91%11/04/1997
a
Large Cap Growth FundJLGZXR25.76%5.37%5.79%10.42%17.65%15.29%--16.38%11/03/2008
a
Large Cap Growth FundJLGRXR55.85%5.53%5.91%11.08%18.38%16.02%--20.26%04/14/2009
a
Large Cap Growth FundJLGMXR65.83%5.55%5.92%11.13%18.44%----15.45%11/30/2010
a
Large Cap Growth FundSEEGXSelect5.81%5.48%5.87%10.86%18.15%15.79%8.86%8.52%02/28/1992
a
Mid Cap Value FundJAMCXA2.74%4.35%2.71%14.60%21.73%17.69%9.47%11.00%04/30/2001
a
Mid Cap Value FundJBMCXB2.66%4.21%2.63%13.98%21.12%17.08%9.03%10.61%04/30/2001
a
Mid Cap Value FundJCMVXC2.66%4.19%2.60%14.02%21.12%17.09%8.92%10.39%04/30/2001
a
Mid Cap Value FundFLMVXInstitutional2.77%4.47%2.77%15.14%22.34%18.26%10.01%13.69%11/13/1997
a
Mid Cap Value FundJMVZXR22.69%4.27%2.66%14.29%21.42%17.38%--17.95%11/03/2008
a
Mid Cap Value FundJMVSXSelect2.74%4.39%2.74%14.85%22.03%17.98%9.75%12.21%10/31/2001
a
U.S. Equity FundJUEAXA4.54%3.26%3.10%13.44%21.60%15.02%8.62%7.59%09/10/2001
a
U.S. Equity FundJUEBXB4.48%3.13%3.01%12.87%21.03%14.44%8.18%7.20%09/10/2001
a
U.S. Equity FundJUECXC4.51%3.17%3.03%12.88%21.00%14.44%8.07%6.99%09/10/2001
a
U.S. Equity FundJMUEXInstitutional4.60%3.39%3.16%13.83%22.03%15.42%9.04%9.43%09/17/1993
a
U.S. Equity FundJUEZXR24.50%3.23%3.05%13.21%21.33%14.75%--16.00%11/03/2008
a
U.S. Equity FundJUSRXR54.60%3.40%3.16%13.95%22.10%15.46%--9.66%05/15/2006
a
U.S. Equity FundJUEMXR64.52%3.33%3.09%13.98%22.16%----17.40%11/30/2010
a
U.S. Equity FundJUESXSelect4.54%3.30%3.10%13.69%21.83%15.25%8.87%7.84%09/10/2001
a
U.S. Large Cap Core Plus FundJLCAXA4.92%3.78%3.08%14.34%22.46%14.94%--10.89%11/01/2005
a
U.S. Large Cap Core Plus FundJLPCXC4.89%3.67%3.05%13.75%21.83%14.36%--10.33%11/01/2005
a
U.S. Large Cap Core Plus FundJLPZXR24.87%3.70%3.05%14.04%22.14%14.63%--16.38%11/03/2008
a
U.S. Large Cap Core Plus FundJCPRXR54.96%3.90%3.19%14.85%22.98%15.44%--10.71%05/15/2006
a
U.S. Large Cap Core Plus FundJLPSXSelect4.95%3.84%3.16%14.59%22.75%15.21%--11.16%11/01/2005
a
Value Advantage FundJVAAXA3.03%2.42%1.95%13.30%20.83%16.48%--9.80%02/28/2005
a
Value Advantage FundJVACXC2.97%2.28%1.89%12.70%20.22%15.90%--9.26%02/28/2005
a
Value Advantage FundJVAIXInstitutional3.08%2.57%2.05%13.87%21.45%17.05%--10.30%02/28/2005
a
Value Advantage FundJVASXSelect3.05%2.49%2.01%13.57%21.13%16.77%--10.08%02/28/2005
b
Emerging Markets Equity FundJFAMXA0.52%-2.39%5.25%-0.04%3.79%1.73%7.89%12.67%09/28/2001
b
Emerging Markets Equity FundJFBMXB0.49%-2.54%5.14%-0.52%3.28%1.22%7.46%12.35%09/28/2001
b
Emerging Markets Equity FundJEMCXC0.45%-2.55%5.15%-0.57%3.27%1.22%--4.16%02/28/2006
b
Emerging Markets Equity FundJMIEXInstitutional0.51%-2.30%5.28%0.36%4.22%2.14%8.34%5.48%11/15/1993
b
Emerging Markets Equity FundJEMWXR60.55%-2.26%5.33%0.44%------1.44%12/23/2013
b
Emerging Markets Equity FundJEMSXSelect0.51%-2.38%5.23%0.21%4.07%1.99%8.16%11.78%09/10/2001
b
International Value FundJFEAXA4.46%0.38%6.06%-10.61%8.17%3.63%4.30%6.55%09/28/2001
b
International Value FundJFEBXB4.38%0.21%5.98%-11.10%7.65%3.12%3.88%6.25%09/28/2001
b
International Value FundJIUCXC4.34%0.20%5.90%-11.03%7.67%3.13%--0.89%07/11/2006
b
International Value FundJNUSXInstitutional4.45%0.41%6.11%-10.30%8.62%4.05%4.74%4.80%11/04/1993
b
International Value FundJPVZXR24.36%0.23%5.98%-10.88%7.92%3.38%--7.00%11/03/2008
b
International Value FundJNVMXR64.45%0.47%6.10%-10.12%8.74%----5.15%11/30/2010
b
International Value FundJIESXSelect4.42%0.41%6.07%-10.42%8.45%3.90%4.57%6.35%09/10/2001
b
Intrepid European FundVEUAXA4.85%1.98%6.20%-7.25%16.71%8.12%6.45%9.91%11/02/1995
b
Intrepid European FundVEUBXB4.80%1.80%6.08%-7.73%16.10%7.57%6.01%9.59%11/03/1995
b
Intrepid European FundVEUCXC4.81%1.84%6.06%-7.70%16.13%7.59%5.92%7.10%11/01/1998
b
Intrepid European FundJFEIXInstitutional4.90%2.09%6.25%-6.82%17.25%8.64%6.95%9.71%09/10/2001
b
Intrepid European FundJFESXSelect4.87%2.06%6.24%-7.02%16.99%8.39%6.72%9.41%09/10/2001
c
Core Bond FundPGBOXA-0.36%1.21%0.99%5.04%2.59%4.38%4.78%6.17%05/01/1992
c
Core Bond FundOBOBXB-0.39%1.06%0.97%4.35%1.92%3.70%4.23%5.53%08/26/1996
c
Core Bond FundOBOCXC-0.46%1.06%0.89%4.30%1.94%3.70%4.10%4.75%03/22/1999
c
Core Bond FundJCBZXR2-0.40%1.11%0.95%4.78%2.34%4.11%--5.66%11/03/2008
c
Core Bond FundJCBRXR5-0.31%1.31%1.05%5.36%2.90%4.70%--5.76%05/15/2006
c
Core Bond FundJCBUXR6-0.30%1.41%1.14%5.41%2.96%4.75%--5.22%02/22/2005
c
Core Bond FundWOBDXSelect-0.34%1.25%1.02%5.21%2.78%4.56%4.95%7.64%06/01/1991
c
Core Plus Bond FundONIAXA0.15%1.54%1.48%6.04%4.31%5.86%5.25%5.66%03/05/1993
c
Core Plus Bond FundOINBXB0.15%1.41%1.35%5.28%3.64%5.18%4.76%5.38%05/31/1995
c
Core Plus Bond FundOBDCXC0.15%1.41%1.35%5.30%3.66%5.18%4.63%5.26%05/30/2000
c
Core Plus Bond FundJCBIXInstitutional0.19%1.73%1.51%6.31%4.58%6.16%--7.11%06/19/2009
c
Core Plus Bond FundJCPZXR20.08%1.39%1.29%5.62%3.92%5.46%--7.48%11/03/2008
c
Core Plus Bond FundJCPUXR60.20%1.63%1.53%6.39%4.66%6.24%--5.73%02/22/2005
c
Core Plus Bond FundHLIPXSelect0.17%1.56%1.37%6.14%4.42%5.97%5.43%5.87%03/05/1993
c
Global Bond Opportunities FundGBOAXA1.25%2.07%2.44%3.15%------5.46%09/04/2012
c
Global Bond Opportunities FundGBOCXC1.26%1.92%2.35%2.85%------5.07%09/04/2012
c
Global Bond Opportunities FundGBONXR61.25%2.13%2.54%3.56%------5.87%09/04/2012
c
Global Bond Opportunities FundGBOSXSelect1.25%2.11%2.54%3.41%------5.72%09/04/2012
c
High Yield FundOHYAXA2.46%1.29%3.01%2.37%7.79%7.95%7.05%6.75%11/13/1998
c
High Yield FundOGHBXB2.35%1.21%2.89%1.87%7.18%7.32%6.50%6.41%11/13/1998
c
High Yield FundOGHCXC2.37%1.24%2.91%1.90%7.17%7.30%6.39%5.97%03/22/1999
c
High Yield FundJHYZXR22.40%1.17%2.94%2.14%7.48%7.64%--12.45%11/03/2008
c
High Yield FundJYHRXR52.47%1.36%3.01%2.72%8.09%8.26%--7.64%05/15/2006
c
High Yield FundJHYUXR62.36%1.37%2.90%2.76%8.16%8.31%--7.40%02/22/2005
c
High Yield FundOHYFXSelect2.48%1.35%3.02%2.67%8.02%8.21%7.32%7.02%11/13/1998
c
Strategic Income Opportunities FundJSOAXA0.75%0.61%0.84%-0.14%3.43%3.00%--5.95%10/10/2008
c
Strategic Income Opportunities FundJSOCXC0.78%0.47%0.78%-0.67%2.92%2.48%--5.43%10/10/2008
c
Strategic Income Opportunities FundJSORXR50.84%0.77%0.92%0.32%3.91%3.46%--6.44%10/10/2008
c
Strategic Income Opportunities FundJSOSXSelect0.89%0.70%0.89%0.13%3.73%3.27%--6.23%10/10/2008
c
Total Return FundJMTAXA0.12%1.65%1.32%5.05%4.44%5.92%--6.79%06/16/2008
c
Total Return FundJMTCXC0.01%1.45%1.21%4.42%3.78%5.25%--6.10%06/16/2008
c
Total Return FundJMTTXR2-0.03%1.45%1.17%----------03/18/2014
c
Total Return FundJMTRXR50.14%1.71%1.33%5.32%4.66%6.15%--7.02%06/16/2008
c
Total Return FundJMTIXR60.16%1.73%1.35%----------03/18/2014
c
Total Return FundJMTSXSelect0.02%1.67%1.31%5.22%4.54%6.03%--6.89%06/16/2008
e
Hedged Equity FundJHQAXA2.45%3.00%1.82%9.36%------10.68%12/13/2013
e
Hedged Equity FundJHQCXC2.39%2.86%1.70%8.82%------10.15%12/13/2013
e
Hedged Equity FundJHQPXR52.44%3.06%1.82%9.88%------11.20%12/13/2013
e
Hedged Equity FundJHQRXR62.44%3.13%1.88%9.91%------11.24%12/13/2013
e
Hedged Equity FundJHEQXSelect2.38%3.03%1.82%9.62%------10.95%12/13/2013
f
Global Allocation FundGAOAXA3.10%2.54%4.24%4.28%11.45%----6.33%05/31/2011
f
Global Allocation FundGAOCXC3.00%2.37%4.14%3.75%10.88%----5.80%05/31/2011
f
Global Allocation FundGAONXR23.04%2.49%4.18%4.00%11.19%----6.06%05/31/2011
f
Global Allocation FundGAOSXSelect3.09%2.57%4.23%4.58%11.74%----6.60%05/31/2011
f
Income Builder FundJNBAXA1.74%1.57%3.24%3.79%9.86%8.31%--5.66%05/31/2007
f
Income Builder FundJNBCXC1.67%1.42%3.07%3.31%9.36%7.79%--5.15%05/31/2007
f
Income Builder FundJNBSXSelect1.66%1.62%3.26%3.95%10.05%8.47%--5.85%05/31/2007
f
Investor Balanced FundOGIAXA2.13%1.42%2.13%6.26%10.63%8.24%6.05%6.46%12/10/1996
f
Investor Balanced FundOGBBXB2.07%1.38%2.07%5.75%10.08%7.69%5.57%6.13%12/10/1996
f
Investor Balanced FundOGBCXC2.10%1.37%2.03%5.79%10.08%7.68%5.47%5.49%07/01/1997
f
Investor Balanced FundOIBFXSelect2.13%1.49%2.20%6.50%10.88%8.50%6.31%6.74%12/10/1996
f
Investor Conservative Growth FundOICAXA1.35%0.99%1.66%5.00%7.49%6.39%5.18%5.52%12/10/1996
f
Investor Conservative Growth FundOICGXB1.25%0.97%1.57%4.53%6.95%5.86%4.72%5.19%12/10/1996
f
Investor Conservative Growth FundOCGCXC1.27%0.97%1.51%4.56%6.94%5.85%4.61%4.69%07/01/1997
f
Investor Conservative Growth FundONCFXSelect1.38%1.13%1.69%5.36%7.78%6.68%5.45%5.81%12/10/1996
f
Investor Growth & Income FundONGIXA2.81%1.74%2.62%6.90%13.33%9.86%6.44%6.94%12/10/1996
f
Investor Growth & Income FundONEBXB2.70%1.68%2.51%6.41%12.77%9.30%5.95%6.59%12/10/1996
f
Investor Growth & Income FundONECXC2.69%1.64%2.50%6.38%12.76%9.30%5.86%5.80%07/01/1997
f
Investor Growth & Income FundONGFXSelect2.78%1.77%2.66%7.19%13.60%10.13%6.71%7.18%12/10/1996
f
Investor Growth FundONGAXA3.55%2.24%3.02%8.99%16.97%11.78%7.01%7.42%12/10/1996
f
Investor Growth FundOGIGXB3.49%2.11%2.95%8.44%16.35%11.17%6.50%7.14%12/10/1996
f
Investor Growth FundOGGCXC3.51%2.15%2.95%8.48%16.36%11.17%6.40%6.19%07/01/1997
f
Investor Growth FundONIFXSelect3.59%2.27%3.07%9.27%17.26%12.06%7.27%7.72%12/10/1996
f
JPMorgan SmartRetirement® 2015 FundJSFAXA1.40%1.72%2.49%5.55%9.36%8.21%--5.52%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFCXC1.36%1.57%2.34%4.89%8.66%7.53%--4.91%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFIXInstitutional1.40%1.78%2.49%5.85%9.64%8.50%--5.85%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFZXR21.35%1.66%2.44%5.28%9.10%7.96%--10.47%11/03/2008
f
JPMorgan SmartRetirement® 2015 FundJSFYXR61.40%1.73%2.49%----------11/03/2014
f
JPMorgan SmartRetirement® 2015 FundJSFSXSelect1.40%1.75%2.49%5.70%9.47%8.34%--5.69%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTAXA1.73%2.13%2.89%6.69%11.41%9.45%--6.04%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTCXC1.68%1.92%2.80%5.96%10.71%8.73%--5.42%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTIXInstitutional1.72%2.18%2.94%6.91%11.70%9.73%--6.37%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTZXR21.68%2.07%2.90%6.35%11.13%9.17%--11.66%11/03/2008
f
JPMorgan SmartRetirement® 2020 FundJTTYXR61.77%2.19%2.99%----------11/03/2014
f
JPMorgan SmartRetirement® 2020 FundJTTSXSelect1.72%2.15%2.94%6.77%11.53%9.55%--6.21%05/15/2006
f
JPMorgan SmartRetirement® 2025 FundJNSAXA2.12%2.36%3.21%7.15%13.19%10.26%--5.61%07/31/2007
f
JPMorgan SmartRetirement® 2025 FundJNSCXC2.01%2.22%3.11%6.48%12.44%9.55%--4.96%07/31/2007
f
JPMorgan SmartRetirement® 2025 FundJNSIXInstitutional2.06%2.36%3.20%7.44%13.46%10.53%--5.91%07/31/2007
f
JPMorgan SmartRetirement® 2025 FundJNSZXR22.01%2.25%3.17%6.88%12.88%9.98%--12.49%11/03/2008
f
JPMorgan SmartRetirement® 2025 FundJNSYXR62.06%2.37%3.20%----------11/03/2014
f
JPMorgan SmartRetirement® 2025 FundJNSSXSelect2.06%2.33%3.21%7.24%13.27%10.35%--5.75%07/31/2007
f
JPMorgan SmartRetirement® 2030 FundJSMAXA2.39%2.45%3.41%7.43%14.54%10.85%--6.50%05/15/2006
f
JPMorgan SmartRetirement® 2030 FundJSMCXC2.30%2.25%3.33%6.71%13.78%10.13%--5.86%05/15/2006
f
JPMorgan SmartRetirement® 2030 FundJSMIXInstitutional2.38%2.50%3.45%7.70%14.84%11.12%--6.82%05/15/2006
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JPMorgan SmartRetirement® 2030 FundJSMZXR22.34%2.34%3.37%7.16%14.27%10.56%--13.07%11/03/2008
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JPMorgan SmartRetirement® 2030 FundJSMYXR62.38%2.51%3.45%----------11/03/2014
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JPMorgan SmartRetirement® 2030 FundJSMSXSelect2.38%2.47%3.45%7.51%14.66%10.95%--6.66%05/15/2006
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JPMorgan SmartRetirement® 2035 FundSRJAXA2.60%2.58%3.61%7.57%15.61%11.34%--5.86%07/31/2007
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JPMorgan SmartRetirement® 2035 FundSRJCXC2.51%2.38%3.53%6.80%14.87%10.62%--5.21%07/31/2007
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JPMorgan SmartRetirement® 2035 FundSRJIXInstitutional2.64%2.63%3.71%7.78%15.88%11.60%--6.17%07/31/2007
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JPMorgan SmartRetirement® 2035 FundSRJZXR22.56%2.47%3.57%7.24%15.33%11.05%--13.59%11/03/2008
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JPMorgan SmartRetirement® 2035 FundSRJYXR62.59%2.58%3.65%----------11/03/2014
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JPMorgan SmartRetirement® 2035 FundSRJSXSelect2.59%2.54%3.66%7.64%15.73%11.44%--6.01%07/31/2007
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JPMorgan SmartRetirement® 2040 FundSMTAXA2.78%2.61%3.78%7.63%15.94%11.53%--6.81%05/15/2006
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JPMorgan SmartRetirement® 2040 FundSMTCXC2.71%2.42%3.66%6.92%15.20%10.81%--6.18%05/15/2006
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JPMorgan SmartRetirement® 2040 FundSMTIXInstitutional2.77%2.66%3.82%7.90%16.23%11.80%--7.13%05/15/2006
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JPMorgan SmartRetirement® 2040 FundSMTZXR22.75%2.50%3.69%7.37%15.65%11.24%--13.72%11/03/2008
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JPMorgan SmartRetirement® 2040 FundSMTYXR62.77%2.66%3.82%----------11/03/2014
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JPMorgan SmartRetirement® 2040 FundSMTSXSelect2.78%2.63%3.77%7.76%16.08%11.64%--6.97%05/15/2006
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JPMorgan SmartRetirement® 2045 FundJSAAXA2.73%2.59%3.78%7.55%15.97%11.48%--6.14%07/31/2007
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JPMorgan SmartRetirement® 2045 FundJSACXC2.69%2.44%3.63%6.89%15.21%10.79%--5.51%07/31/2007
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JPMorgan SmartRetirement® 2045 FundJSAIXInstitutional2.77%2.64%3.82%7.83%16.24%11.77%--6.45%07/31/2007
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JPMorgan SmartRetirement® 2045 FundJSAZXR22.74%2.54%3.74%7.29%15.66%11.20%--13.75%11/03/2008
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JPMorgan SmartRetirement® 2045 FundJSAYXR62.77%2.65%3.77%----------11/03/2014
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JPMorgan SmartRetirement® 2045 FundJSASXSelect2.77%2.61%3.77%7.69%16.07%11.60%--6.29%07/31/2007
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JPMorgan SmartRetirement® 2050 FundJTSAXA2.73%2.56%3.73%7.55%15.93%11.55%--6.16%07/31/2007
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JPMorgan SmartRetirement® 2050 FundJTSCXC2.70%2.41%3.65%6.83%15.17%10.84%--5.52%07/31/2007
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JPMorgan SmartRetirement® 2050 FundJTSIXInstitutional2.77%2.66%3.77%7.82%16.22%11.83%--6.47%07/31/2007
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JPMorgan SmartRetirement® 2050 FundJTSZXR22.74%2.51%3.69%7.28%15.64%11.28%--13.75%11/03/2008
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JPMorgan SmartRetirement® 2050 FundJTSYXR62.77%2.67%3.83%----------11/03/2014
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JPMorgan SmartRetirement® 2050 FundJTSSXSelect2.78%2.64%3.83%7.62%16.03%11.66%--6.31%07/31/2007
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JPMorgan SmartRetirement® 2055 FundJFFAXA2.72%2.52%3.72%7.63%------14.14%01/31/2012
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JPMorgan SmartRetirement® 2055 FundJFFCXC2.67%2.37%3.63%6.93%------13.40%01/31/2012
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JPMorgan SmartRetirement® 2055 FundJFFIXInstitutional2.81%2.62%3.76%7.90%------14.44%01/31/2012
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JPMorgan SmartRetirement® 2055 FundJFFRXR22.72%2.47%3.68%7.36%------13.87%01/31/2012
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JPMorgan SmartRetirement® 2055 FundJFFYXR62.76%2.63%3.76%----------11/03/2014
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JPMorgan SmartRetirement® 2055 FundJFFSXSelect2.71%2.54%3.72%7.77%------14.27%01/31/2012
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JPMorgan SmartRetirement® Income FundJSRAXA1.36%1.53%2.28%4.94%7.50%6.85%--5.28%05/15/2006
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JPMorgan SmartRetirement® Income FundJSRCXC1.25%1.37%2.18%4.24%6.80%6.15%--4.65%05/15/2006
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JPMorgan SmartRetirement® Income FundJSIIXInstitutional1.35%1.59%2.33%5.17%7.77%7.11%--5.60%05/15/2006
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JPMorgan SmartRetirement® Income FundJSIZXR21.30%1.47%2.23%4.61%7.22%6.58%--8.85%11/03/2008
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JPMorgan SmartRetirement® Income FundJSIYXR61.35%1.60%2.33%----------11/03/2014
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JPMorgan SmartRetirement® Income FundJSRSXSelect1.35%1.56%2.34%4.98%7.61%6.95%--5.43%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), 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), Europe Research Enhanced Equity (Select), 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), 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), Alternative Strategies Fund (A, C, R5, Select), Equity Income Fund (B), Small Cap Value Fund (B), Emerging Markets Equity Fund (B), Large Cap Growth Fund (B), Research Market Neutral 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), International Research Enhanced Equity (B), Mid Cap Equity Fund (A, C, R2, R5, R6, Select), Core Bond Fund (B), Intrepid Mid Cap 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), Realty Income Fund (B), Short Duration Bond Fund (B), Investor Growth Fund (B), Undiscovered Managers Behavioral Value 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.