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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 FundJDEAXA5.89%3.59%3.14%15.29%21.59%15.77%7.91%7.28%09/28/2001
a
Disciplined Equity FundJPIEXInstitutional5.94%3.73%3.21%15.74%22.08%16.26%8.36%7.92%01/03/1997
a
Disciplined Equity FundJDEUXR65.93%3.75%3.25%15.84%22.19%16.36%8.45%10.32%03/24/2003
a
Disciplined Equity FundJDESXSelect5.88%3.65%3.21%15.51%21.87%16.08%8.18%7.11%09/10/2001
a
Dynamic Growth FundDGAAXA6.17%4.42%4.98%1.11%20.18%14.42%--7.15%11/30/2007
a
Dynamic Growth FundDGXCXC6.09%4.28%4.86%0.63%19.59%13.84%--6.62%11/30/2007
a
Dynamic Growth FundDGFRXR56.18%4.56%5.07%1.56%20.71%14.92%--7.63%11/30/2007
a
Dynamic Growth FundJDGSXSelect6.14%4.46%5.02%1.38%20.46%14.69%--7.41%11/30/2007
a
Equity Income FundOIEIXA4.64%1.79%1.22%13.46%18.98%16.45%8.58%9.05%02/18/1992
a
Equity Income FundOGIBXB4.64%1.72%1.12%12.91%18.43%15.90%8.13%8.70%01/14/1994
a
Equity Income FundOINCXC4.59%1.67%1.13%12.87%18.39%15.88%8.02%6.09%11/04/1997
a
Equity Income FundOIEFXR24.63%1.76%1.13%13.24%18.68%----15.03%02/28/2011
a
Equity Income FundOIERXR54.68%1.88%1.27%13.97%19.53%----15.82%02/28/2011
a
Equity Income FundOIEJXR64.62%1.90%1.29%14.04%------18.93%01/31/2012
a
Equity Income FundHLIEXSelect4.67%1.90%1.24%13.76%19.31%16.79%8.89%9.30%07/02/1987
a
Growth Advantage FundVHIAXA5.93%5.49%5.93%9.54%22.37%16.88%10.59%3.17%10/29/1999
a
Growth Advantage FundVHIBXB5.86%5.30%5.86%8.91%21.76%16.29%10.07%2.80%10/29/1999
a
Growth Advantage FundJGACXC5.94%5.37%5.94%8.90%21.74%16.27%--8.98%05/01/2006
a
Growth Advantage FundJGVRXR55.96%5.53%6.03%9.87%22.83%17.34%--20.28%01/08/2009
a
Growth Advantage FundJGVVXR66.02%5.59%6.09%9.94%------10.49%12/23/2013
a
Growth Advantage FundJGASXSelect5.95%5.52%5.95%9.66%22.59%17.10%--9.82%05/01/2006
a
Intrepid Growth FundJIGAXA5.79%1.36%2.76%16.14%21.62%16.03%--8.53%02/19/2005
a
Intrepid Growth FundJCICXC5.75%1.23%2.68%15.55%21.02%15.45%--7.98%02/19/2005
a
Intrepid Growth FundJIGZXR25.76%1.28%2.72%15.82%21.31%15.74%--16.72%11/03/2008
a
Intrepid Growth FundJGIRXR55.83%1.47%2.83%16.66%22.17%16.55%--8.90%05/15/2006
a
Intrepid Growth FundJPGSXSelect5.81%1.40%2.82%16.39%21.92%16.32%8.64%11.01%02/28/2003
a
Intrepid Value FundJIVAXA4.87%1.22%0.75%13.75%21.96%15.28%--7.89%02/19/2005
a
Intrepid Value FundJIVCXC4.80%1.07%0.68%13.16%21.36%14.70%--7.35%02/19/2005
a
Intrepid Value FundJIVZXR24.86%1.15%0.73%13.47%21.66%14.99%--14.62%11/03/2008
a
Intrepid Value FundJIVRXR54.89%1.30%0.80%14.17%22.41%15.71%--7.48%05/15/2006
a
Intrepid Value FundJIVMXR64.89%1.31%0.83%14.22%22.46%----18.10%11/30/2010
a
Intrepid Value FundJPIVXSelect4.88%1.26%0.78%13.93%22.15%15.47%8.15%11.41%02/28/2003
a
Large Cap Growth FundOLGAXA6.50%5.41%5.85%10.64%17.93%15.56%8.63%8.00%02/22/1994
a
Large Cap Growth FundOGLGXB6.46%5.28%5.75%10.14%17.36%15.00%8.15%7.72%01/14/1994
a
Large Cap Growth FundOLGCXC6.49%5.30%5.78%10.13%17.34%14.98%8.06%4.91%11/04/1997
a
Large Cap Growth FundJLGZXR26.51%5.34%5.79%10.42%17.65%15.29%--16.38%11/03/2008
a
Large Cap Growth FundJLGRXR56.55%5.53%5.91%11.08%18.38%16.02%--20.26%04/14/2009
a
Large Cap Growth FundJLGMXR66.53%5.52%5.92%11.13%18.44%----15.45%11/30/2010
a
Large Cap Growth FundSEEGXSelect6.51%5.45%5.87%10.86%18.15%15.79%8.86%8.52%02/28/1992
a
Mid Cap Value FundJAMCXA4.87%4.37%2.71%14.60%21.73%17.69%9.47%11.00%04/30/2001
a
Mid Cap Value FundJBMCXB4.83%4.21%2.63%13.98%21.12%17.08%9.03%10.61%04/30/2001
a
Mid Cap Value FundJCMVXC4.82%4.22%2.60%14.02%21.12%17.09%8.92%10.39%04/30/2001
a
Mid Cap Value FundFLMVXInstitutional4.89%4.47%2.77%15.14%22.34%18.26%10.01%13.69%11/13/1997
a
Mid Cap Value FundJMVZXR24.83%4.27%2.66%14.29%21.42%17.38%--17.95%11/03/2008
a
Mid Cap Value FundJMVSXSelect4.88%4.41%2.74%14.85%22.03%17.98%9.75%12.21%10/31/2001
a
U.S. Equity FundJUEAXA6.10%3.52%3.10%13.44%21.60%15.02%8.62%7.59%09/10/2001
a
U.S. Equity FundJUEBXB6.06%3.40%3.01%12.87%21.03%14.44%8.18%7.20%09/10/2001
a
U.S. Equity FundJUECXC6.10%3.37%3.03%12.88%21.00%14.44%8.07%6.99%09/10/2001
a
U.S. Equity FundJMUEXInstitutional6.15%3.58%3.16%13.83%22.03%15.42%9.04%9.43%09/17/1993
a
U.S. Equity FundJUEZXR26.07%3.43%3.05%13.21%21.33%14.75%--16.00%11/03/2008
a
U.S. Equity FundJUSRXR56.15%3.66%3.16%13.95%22.10%15.46%--9.66%05/15/2006
a
U.S. Equity FundJUEMXR66.07%3.59%3.09%13.98%22.16%----17.40%11/30/2010
a
U.S. Equity FundJUESXSelect6.09%3.56%3.10%13.69%21.83%15.25%8.87%7.84%09/10/2001
a
U.S. Large Cap Core Plus FundJLCAXA6.44%3.88%3.08%14.34%22.46%14.94%--10.89%11/01/2005
a
U.S. Large Cap Core Plus FundJLPCXC6.41%3.77%3.05%13.75%21.83%14.36%--10.33%11/01/2005
a
U.S. Large Cap Core Plus FundJLPZXR26.41%3.81%3.05%14.04%22.14%14.63%--16.38%11/03/2008
a
U.S. Large Cap Core Plus FundJCPRXR56.51%4.03%3.19%14.85%22.98%15.44%--10.71%05/15/2006
a
U.S. Large Cap Core Plus FundJLPSXSelect6.46%3.97%3.16%14.59%22.75%15.21%--11.16%11/01/2005
a
Value Advantage FundJVAAXA5.29%2.52%1.95%13.30%20.83%16.48%--9.80%02/28/2005
a
Value Advantage FundJVACXC5.27%2.38%1.89%12.70%20.22%15.90%--9.26%02/28/2005
a
Value Advantage FundJVAIXInstitutional5.37%2.67%2.05%13.87%21.45%17.05%--10.30%02/28/2005
a
Value Advantage FundJVASXSelect5.34%2.59%2.01%13.57%21.13%16.77%--10.08%02/28/2005
b
Emerging Markets Equity FundJFAMXA3.08%-1.61%5.25%-0.04%3.79%1.73%7.89%12.67%09/28/2001
b
Emerging Markets Equity FundJFBMXB3.04%-1.74%5.14%-0.52%3.28%1.22%7.46%12.35%09/28/2001
b
Emerging Markets Equity FundJEMCXC3.03%-1.74%5.15%-0.57%3.27%1.22%--4.16%02/28/2006
b
Emerging Markets Equity FundJMIEXInstitutional3.08%-1.54%5.28%0.36%4.22%2.14%8.34%5.48%11/15/1993
b
Emerging Markets Equity FundJEMWXR63.13%-1.45%5.33%0.44%------1.44%12/23/2013
b
Emerging Markets Equity FundJEMSXSelect3.06%-1.57%5.23%0.21%4.07%1.99%8.16%11.78%09/10/2001
b
International Value FundJFEAXA5.81%0.95%6.06%-10.61%8.17%3.63%4.30%6.55%09/28/2001
b
International Value FundJFEBXB5.73%0.78%5.98%-11.10%7.65%3.12%3.88%6.25%09/28/2001
b
International Value FundJIUCXC5.73%0.78%5.90%-11.03%7.67%3.13%--0.89%07/11/2006
b
International Value FundJNUSXInstitutional5.79%0.97%6.11%-10.30%8.62%4.05%4.74%4.80%11/04/1993
b
International Value FundJPVZXR25.74%0.81%5.98%-10.88%7.92%3.38%--7.00%11/03/2008
b
International Value FundJNVMXR65.86%1.10%6.10%-10.12%8.74%----5.15%11/30/2010
b
International Value FundJIESXSelect5.75%0.96%6.07%-10.42%8.45%3.90%4.57%6.35%09/10/2001
b
Intrepid European FundVEUAXA6.33%2.22%6.20%-7.25%16.71%8.12%6.45%9.91%11/02/1995
b
Intrepid European FundVEUBXB6.29%2.07%6.08%-7.73%16.10%7.57%6.01%9.59%11/03/1995
b
Intrepid European FundVEUCXC6.26%2.07%6.06%-7.70%16.13%7.59%5.92%7.10%11/01/1998
b
Intrepid European FundJFEIXInstitutional6.38%2.33%6.25%-6.82%17.25%8.64%6.95%9.71%09/10/2001
b
Intrepid European FundJFESXSelect6.33%2.30%6.24%-7.02%16.99%8.39%6.72%9.41%09/10/2001
c
Core Bond FundPGBOXA-0.94%1.10%0.99%5.04%2.59%4.38%4.78%6.17%05/01/1992
c
Core Bond FundOBOBXB-0.99%0.93%0.97%4.35%1.92%3.70%4.23%5.53%08/26/1996
c
Core Bond FundOBOCXC-0.98%0.85%0.89%4.30%1.94%3.70%4.10%4.75%03/22/1999
c
Core Bond FundJCBZXR2-0.96%0.95%0.95%4.78%2.34%4.11%--5.66%11/03/2008
c
Core Bond FundJCBRXR5-0.91%1.18%1.05%5.36%2.90%4.70%--5.76%05/15/2006
c
Core Bond FundJCBUXR6-0.83%1.20%1.14%5.41%2.96%4.75%--5.22%02/22/2005
c
Core Bond FundWOBDXSelect-0.93%1.05%1.02%5.21%2.78%4.56%4.95%7.64%06/01/1991
c
Core Plus Bond FundONIAXA-0.39%1.40%1.48%6.04%4.31%5.86%5.25%5.66%03/05/1993
c
Core Plus Bond FundOINBXB-0.45%1.33%1.35%5.28%3.64%5.18%4.76%5.38%05/31/1995
c
Core Plus Bond FundOBDCXC-0.45%1.34%1.35%5.30%3.66%5.18%4.63%5.26%05/30/2000
c
Core Plus Bond FundJCBIXInstitutional-0.38%1.58%1.51%6.31%4.58%6.16%--7.11%06/19/2009
c
Core Plus Bond FundJCPZXR2-0.43%1.30%1.29%5.62%3.92%5.46%--7.48%11/03/2008
c
Core Plus Bond FundJCPUXR6-0.37%1.60%1.53%6.39%4.66%6.24%--5.73%02/22/2005
c
Core Plus Bond FundHLIPXSelect-0.39%1.43%1.37%6.14%4.42%5.97%5.43%5.87%03/05/1993
c
Global Bond Opportunities FundGBOAXA1.16%1.98%2.44%3.15%------5.46%09/04/2012
c
Global Bond Opportunities FundGBOCXC1.16%1.86%2.35%2.85%------5.07%09/04/2012
c
Global Bond Opportunities FundGBONXR61.15%2.11%2.54%3.56%------5.87%09/04/2012
c
Global Bond Opportunities FundGBOSXSelect1.25%2.10%2.54%3.41%------5.72%09/04/2012
c
High Yield FundOHYAXA2.13%1.49%3.01%2.37%7.79%7.95%7.05%6.75%11/13/1998
c
High Yield FundOGHBXB2.20%1.34%2.89%1.87%7.18%7.32%6.50%6.41%11/13/1998
c
High Yield FundOGHCXC2.22%1.36%2.91%1.90%7.17%7.30%6.39%5.97%03/22/1999
c
High Yield FundJHYZXR22.24%1.40%2.94%2.14%7.48%7.64%--12.45%11/03/2008
c
High Yield FundJYHRXR52.26%1.66%3.01%2.72%8.09%8.26%--7.64%05/15/2006
c
High Yield FundJHYUXR62.14%1.55%2.90%2.76%8.16%8.31%--7.40%02/22/2005
c
High Yield FundOHYFXSelect2.26%1.54%3.02%2.67%8.02%8.21%7.32%7.02%11/13/1998
c
Strategic Income Opportunities FundJSOAXA0.91%0.66%0.84%-0.14%3.43%3.00%--5.95%10/10/2008
c
Strategic Income Opportunities FundJSOCXC0.87%0.56%0.78%-0.67%2.92%2.48%--5.43%10/10/2008
c
Strategic Income Opportunities FundJSORXR50.94%0.78%0.92%0.32%3.91%3.46%--6.44%10/10/2008
c
Strategic Income Opportunities FundJSOSXSelect0.92%0.73%0.89%0.13%3.73%3.27%--6.23%10/10/2008
c
Total Return FundJMTAXA-0.43%1.51%1.32%5.05%4.44%5.92%--6.79%06/16/2008
c
Total Return FundJMTCXC-0.48%1.36%1.21%4.42%3.78%5.25%--6.10%06/16/2008
c
Total Return FundJMTTXR2-0.45%1.35%1.17%----------03/18/2014
c
Total Return FundJMTRXR5-0.32%1.55%1.33%5.32%4.66%6.15%--7.02%06/16/2008
c
Total Return FundJMTIXR6-0.31%1.57%1.35%----------03/18/2014
c
Total Return FundJMTSXSelect-0.43%1.52%1.31%5.22%4.54%6.03%--6.89%06/16/2008
e
Hedged Equity FundJHQAXA3.27%3.12%1.82%9.36%------10.68%12/13/2013
e
Hedged Equity FundJHQCXC3.21%2.99%1.70%8.82%------10.15%12/13/2013
e
Hedged Equity FundJHQPXR53.26%3.18%1.82%9.88%------11.20%12/13/2013
e
Hedged Equity FundJHQRXR63.26%3.25%1.88%9.91%------11.24%12/13/2013
e
Hedged Equity FundJHEQXSelect3.20%3.15%1.82%9.62%------10.95%12/13/2013
f
Global Allocation FundGAOAXA3.79%2.83%4.24%4.28%11.45%----6.33%05/31/2011
f
Global Allocation FundGAOCXC3.76%2.67%4.14%3.75%10.88%----5.80%05/31/2011
f
Global Allocation FundGAONXR23.80%2.73%4.18%4.00%11.19%----6.06%05/31/2011
f
Global Allocation FundGAOSXSelect3.78%2.86%4.23%4.58%11.74%----6.60%05/31/2011
f
Income Builder FundJNBAXA2.52%1.77%3.24%3.79%9.86%8.31%--5.66%05/31/2007
f
Income Builder FundJNBCXC2.39%1.65%3.07%3.31%9.36%7.79%--5.15%05/31/2007
f
Income Builder FundJNBSXSelect2.53%1.81%3.26%3.95%10.05%8.47%--5.85%05/31/2007
f
Investor Balanced FundOGIAXA2.89%1.62%2.13%6.26%10.63%8.24%6.05%6.46%12/10/1996
f
Investor Balanced FundOGBBXB2.89%1.57%2.07%5.75%10.08%7.69%5.57%6.13%12/10/1996
f
Investor Balanced FundOGBCXC2.86%1.57%2.03%5.79%10.08%7.68%5.47%5.49%07/01/1997
f
Investor Balanced FundOIBFXSelect2.95%1.68%2.20%6.50%10.88%8.50%6.31%6.74%12/10/1996
f
Investor Conservative Growth FundOICAXA1.72%1.15%1.66%5.00%7.49%6.39%5.18%5.52%12/10/1996
f
Investor Conservative Growth FundOICGXB1.67%1.10%1.57%4.53%6.95%5.86%4.72%5.19%12/10/1996
f
Investor Conservative Growth FundOCGCXC1.69%1.09%1.51%4.56%6.94%5.85%4.61%4.69%07/01/1997
f
Investor Conservative Growth FundONCFXSelect1.81%1.27%1.69%5.36%7.78%6.68%5.45%5.81%12/10/1996
f
Investor Growth & Income FundONGIXA3.93%2.03%2.62%6.90%13.33%9.86%6.44%6.94%12/10/1996
f
Investor Growth & Income FundONEBXB3.88%1.98%2.51%6.41%12.77%9.30%5.95%6.59%12/10/1996
f
Investor Growth & Income FundONECXC3.90%1.94%2.50%6.38%12.76%9.30%5.86%5.80%07/01/1997
f
Investor Growth & Income FundONGFXSelect3.98%2.06%2.66%7.19%13.60%10.13%6.71%7.18%12/10/1996
f
Investor Growth FundONGAXA5.18%2.59%3.02%8.99%16.97%11.78%7.01%7.42%12/10/1996
f
Investor Growth FundOGIGXB5.11%2.52%2.95%8.44%16.35%11.17%6.50%7.14%12/10/1996
f
Investor Growth FundOGGCXC5.15%2.52%2.95%8.48%16.36%11.17%6.40%6.19%07/01/1997
f
Investor Growth FundONIFXSelect5.19%2.66%3.07%9.27%17.26%12.06%7.27%7.72%12/10/1996
f
JPMorgan SmartRetirement® 2015 FundJSFAXA1.86%1.83%2.49%5.55%9.36%8.21%--5.52%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFCXC1.82%1.68%2.34%4.89%8.66%7.53%--4.91%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFIXInstitutional1.85%1.89%2.49%5.85%9.64%8.50%--5.85%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFZXR21.81%1.77%2.44%5.28%9.10%7.96%--10.47%11/03/2008
f
JPMorgan SmartRetirement® 2015 FundJSFYXR61.85%1.90%2.49%----------11/03/2014
f
JPMorgan SmartRetirement® 2015 FundJSFSXSelect1.86%1.86%2.49%5.70%9.47%8.34%--5.69%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTAXA2.45%2.24%2.89%6.69%11.41%9.45%--6.04%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTCXC2.40%2.08%2.80%5.96%10.71%8.73%--5.42%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTIXInstitutional2.49%2.29%2.94%6.91%11.70%9.73%--6.37%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTZXR22.45%2.24%2.90%6.35%11.13%9.17%--11.66%11/03/2008
f
JPMorgan SmartRetirement® 2020 FundJTTYXR62.49%2.35%2.99%----------11/03/2014
f
JPMorgan SmartRetirement® 2020 FundJTTSXSelect2.49%2.26%2.94%6.77%11.53%9.55%--6.21%05/15/2006
f
JPMorgan SmartRetirement® 2025 FundJNSAXA3.10%2.59%3.21%7.15%13.19%10.26%--5.61%07/31/2007
f
JPMorgan SmartRetirement® 2025 FundJNSCXC2.99%2.38%3.11%6.48%12.44%9.55%--4.96%07/31/2007
f
JPMorgan SmartRetirement® 2025 FundJNSIXInstitutional3.03%2.58%3.20%7.44%13.46%10.53%--5.91%07/31/2007
f
JPMorgan SmartRetirement® 2025 FundJNSZXR22.99%2.48%3.17%6.88%12.88%9.98%--12.49%11/03/2008
f
JPMorgan SmartRetirement® 2025 FundJNSYXR63.03%2.59%3.20%----------11/03/2014
f
JPMorgan SmartRetirement® 2025 FundJNSSXSelect3.03%2.50%3.21%7.24%13.27%10.35%--5.75%07/31/2007
f
JPMorgan SmartRetirement® 2030 FundJSMAXA3.57%2.66%3.41%7.43%14.54%10.85%--6.50%05/15/2006
f
JPMorgan SmartRetirement® 2030 FundJSMCXC3.55%2.51%3.33%6.71%13.78%10.13%--5.86%05/15/2006
f
JPMorgan SmartRetirement® 2030 FundJSMIXInstitutional3.61%2.71%3.45%7.70%14.84%11.12%--6.82%05/15/2006
f
JPMorgan SmartRetirement® 2030 FundJSMZXR23.53%2.60%3.37%7.16%14.27%10.56%--13.07%11/03/2008
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JPMorgan SmartRetirement® 2030 FundJSMYXR63.61%2.71%3.45%----------11/03/2014
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JPMorgan SmartRetirement® 2030 FundJSMSXSelect3.62%2.68%3.45%7.51%14.66%10.95%--6.66%05/15/2006
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JPMorgan SmartRetirement® 2035 FundSRJAXA4.01%2.85%3.61%7.57%15.61%11.34%--5.86%07/31/2007
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JPMorgan SmartRetirement® 2035 FundSRJCXC3.93%2.65%3.53%6.80%14.87%10.62%--5.21%07/31/2007
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JPMorgan SmartRetirement® 2035 FundSRJIXInstitutional4.05%2.90%3.71%7.78%15.88%11.60%--6.17%07/31/2007
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JPMorgan SmartRetirement® 2035 FundSRJZXR23.97%2.74%3.57%7.24%15.33%11.05%--13.59%11/03/2008
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JPMorgan SmartRetirement® 2035 FundSRJYXR63.99%2.85%3.65%----------11/03/2014
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JPMorgan SmartRetirement® 2035 FundSRJSXSelect4.00%2.81%3.66%7.64%15.73%11.44%--6.01%07/31/2007
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JPMorgan SmartRetirement® 2040 FundSMTAXA4.32%2.91%3.78%7.63%15.94%11.53%--6.81%05/15/2006
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JPMorgan SmartRetirement® 2040 FundSMTCXC4.26%2.73%3.66%6.92%15.20%10.81%--6.18%05/15/2006
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JPMorgan SmartRetirement® 2040 FundSMTIXInstitutional4.35%2.96%3.82%7.90%16.23%11.80%--7.13%05/15/2006
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JPMorgan SmartRetirement® 2040 FundSMTZXR24.28%2.81%3.69%7.37%15.65%11.24%--13.72%11/03/2008
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JPMorgan SmartRetirement® 2040 FundSMTYXR64.35%2.96%3.82%----------11/03/2014
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JPMorgan SmartRetirement® 2040 FundSMTSXSelect4.31%2.93%3.77%7.76%16.08%11.64%--6.97%05/15/2006
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JPMorgan SmartRetirement® 2045 FundJSAAXA4.29%2.91%3.78%7.55%15.97%11.48%--6.14%07/31/2007
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JPMorgan SmartRetirement® 2045 FundJSACXC4.26%2.71%3.63%6.89%15.21%10.79%--5.51%07/31/2007
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JPMorgan SmartRetirement® 2045 FundJSAIXInstitutional4.33%2.96%3.82%7.83%16.24%11.77%--6.45%07/31/2007
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JPMorgan SmartRetirement® 2045 FundJSAZXR24.25%2.81%3.74%7.29%15.66%11.20%--13.75%11/03/2008
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JPMorgan SmartRetirement® 2045 FundJSAYXR64.33%2.97%3.77%----------11/03/2014
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JPMorgan SmartRetirement® 2045 FundJSASXSelect4.33%2.93%3.77%7.69%16.07%11.60%--6.29%07/31/2007
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JPMorgan SmartRetirement® 2050 FundJTSAXA4.30%2.88%3.73%7.55%15.93%11.55%--6.16%07/31/2007
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JPMorgan SmartRetirement® 2050 FundJTSCXC4.27%2.74%3.65%6.83%15.17%10.84%--5.52%07/31/2007
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JPMorgan SmartRetirement® 2050 FundJTSIXInstitutional4.28%2.93%3.77%7.82%16.22%11.83%--6.47%07/31/2007
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JPMorgan SmartRetirement® 2050 FundJTSZXR24.26%2.83%3.69%7.28%15.64%11.28%--13.75%11/03/2008
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JPMorgan SmartRetirement® 2050 FundJTSYXR64.33%2.99%3.83%----------11/03/2014
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JPMorgan SmartRetirement® 2050 FundJTSSXSelect4.34%2.95%3.83%7.62%16.03%11.66%--6.31%07/31/2007
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JPMorgan SmartRetirement® 2055 FundJFFAXA4.28%2.86%3.72%7.63%------14.14%01/31/2012
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JPMorgan SmartRetirement® 2055 FundJFFCXC4.24%2.66%3.63%6.93%------13.40%01/31/2012
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JPMorgan SmartRetirement® 2055 FundJFFIXInstitutional4.32%2.96%3.76%7.90%------14.44%01/31/2012
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JPMorgan SmartRetirement® 2055 FundJFFRXR24.29%2.81%3.68%7.36%------13.87%01/31/2012
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JPMorgan SmartRetirement® 2055 FundJFFYXR64.32%2.92%3.76%----------11/03/2014
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JPMorgan SmartRetirement® 2055 FundJFFSXSelect4.28%2.83%3.72%7.77%------14.27%01/31/2012
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JPMorgan SmartRetirement® Income FundJSRAXA1.70%1.70%2.28%4.94%7.50%6.85%--5.28%05/15/2006
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JPMorgan SmartRetirement® Income FundJSRCXC1.65%1.54%2.18%4.24%6.80%6.15%--4.65%05/15/2006
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JPMorgan SmartRetirement® Income FundJSIIXInstitutional1.70%1.76%2.33%5.17%7.77%7.11%--5.60%05/15/2006
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JPMorgan SmartRetirement® Income FundJSIZXR21.65%1.59%2.23%4.61%7.22%6.58%--8.85%11/03/2008
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JPMorgan SmartRetirement® Income FundJSIYXR61.75%1.77%2.33%----------11/03/2014
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JPMorgan SmartRetirement® Income FundJSRSXSelect1.76%1.73%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), 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.