JPMorgan Small Cap Equity benefits from a skillful team and differentiated process. Morningstar’s enhanced ratings methodology upholds the fund’s Morningstar Analyst Rating of Silver for cheaper share classes, while more expensive share classes are downgraded to Bronze.
JPMorgan Small Cap Equity C JSECX
NAV / 1-Day Return
43.65
/
1.60
%
Total Assets
8.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.750%
Expense Ratio
1.750%
Fee Level
Low
Longest Manager Tenure
13.34
years
Category
Small Blend
Investment Style
Small BlendMin. Initial Investment
1,000
Status
Limited
TTM Yield
0.10%
Turnover
23%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will JSECX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JSECX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JSECX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of JSECX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A compelling option.
