Five Lipper Awards For J.P. Morgan Funds

New York (HedgeCo.net) – J.P. Morgan Funds, the mutual fund arm of J.P. Morgan Asset Management has been recognized by Lipper as a best performer in five categories.

“These awards clearly demonstrate the strength of our investment capabilities across all asset classes during a very challenging market cycle and over the long-term,” said George Gatch, President and CEO of J.P. Morgan Funds.

5 Year Performance

JP Morgan Core Bond Fund, Select ranked 1st out of 57 funds in the U.S. Government Funds category. With $14.7 billion in assets, this fund is managed by Douglas Swanson.

JP Morgan Research Market Neutral Fund, Institutional ranked 1st out of 23 funds in the Equity Market Neutral category. With $818 million in assets, this fund is managed by Terance Chen.

3 Year Performance

JP Morgan Core Bond Fund, Ultra ranked 1st out of 63 funds in the Intermediate U.S. Government Funds. With $14.7 billion in assets, this fund is managed by Douglas Swanson.

JP Morgan SmartRetirement 2020 Fund, Institutional ranked 1st out of 109 funds in the Mixed-Asset Target 2020 Funds category. With $405 million in assets, this fund is managed by the J.P. Morgan Global Multi-Assets Group, with Anne Lester as senior portfolio manager.

JP Morgan SmartRetirement 2030 Fund, Institutional ranked 1st out of 106 funds in the Mixed-Asset Target 2030 category. With $358 million in assets, this fund is managed by the J.P. Morgan Global Multi-Assets Group, with Anne Lester as senior portfolio manager.

J.P. Morgan Funds had a very strong year in 2009, ranking 3rd in inflows for all U.S. mutual fund companies, and is the 4th largest mutual fund firm in the U.S., with $445 billion in assets under management (as of 12/31/2009). It offers over 100 mutual fund products across the full range of asset classes, as well as separately managed accounts and retirement products.

Editing by Alex Akesson
For HedgeCo.net
alex@hedgeco.net
HedgeCo.Net is a premier hedge fund database and community for qualified and accredited investors only. Membership in HedgeCo.net is FREE and EASY. We also offer FREE LISTINGS for Hedge Funds!

This entry was posted in HedgeCo News, Success Stories. Bookmark the permalink.

Leave a Reply