JPMorgan Small Cap Equity Fund Class R3 JSEPX Strategy
Strategy
The investment seeks capital growth over the long term. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Index at the time of purchase.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
VSEIX
| JPMorgan Small Cap Equity Fund Class I | Institutional | Open | $739.74M | 0.990% | Above Average | $1M | −$464.30M | |||
VSEAX
| JPMorgan Small Cap Equity Fund Class A | Front Load | Open | $262.19M | 1.240% | Average | $1,000 | −$89.55M | |||
JSECX
| JPMorgan Small Cap Equity Fund Class C | Level Load | Open | $5.15M | 1.760% | Low | $1,000 | −$1.91M | |||
JSERX
| JPMorgan Small Cap Equity Fund Class R5 | Retirement, Large | Open | $179.20M | 0.800% | Below Average | $0 | −$228.12M | |||
VSENX
| JPMorgan Small Cap Equity Fund Class R6 | Retirement, Large | Open | $1.10B | 0.740% | Below Average | $15M | −$467.39M | |||
JSEQX
| JPMorgan Small Cap Equity Fund Class R4 | Retirement, Large | Open | $374,735.00 | 0.990% | High | $0 | −$255,879.33 | |||
JSEZX
| JPMorgan Small Cap Equity Fund Class R2 | Retirement, Medium | Open | $3.48M | 1.490% | Above Average | $0 | −$15,113.69 | |||
JSEPX
| JPMorgan Small Cap Equity Fund Class R3 | Retirement, Medium | Open | $2.43M | 1.240% | Low | $0 | $588,445.60 |
United States