JPMorgan Small Cap Growth Fund Class R2 JSGZX
Strategy
The investment seeks long-term capital growth primarily by investing in a portfolio of equity securities of small-capitalization and emerging growth companies. Under normal circumstances, at least 80% of the fund's assets will be invested in the securities of small capitalization growth companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations similar to those within the universe of the Russell 2000® Growth Index at the time of purchase.
Ticker | Name | Share Class Type | Investment Status | Morningstar Rating for Funds Overall | Medalist Rating Overall | Inception Date | Total Net Assets for Share Class | Adjusted Expense Ratio | Fee Level Distribution | Minimum Initial Investment | 1-Year Net Flow |
|---|---|---|---|---|---|---|---|---|---|---|---|
OGGFX | JPMorgan Small Cap Growth Fund Class I | Institutional | Limited | $611.13M | 0.890% | Above Average | $1M | −$263.52M | |||
PGSGX | JPMorgan Small Cap Growth Fund Class A | Front Load | Limited | $282.74M | 1.140% | Average | $1,000 | −$36.38M | |||
OSGCX | JPMorgan Small Cap Growth Fund Class C | Level Load | Limited | $11.74M | 1.640% | Low | $1,000 | −$7.22M | |||
JISGX | JPMorgan Small Cap Growth Fund Class L | Retirement, Large | Limited | $197.81M | 0.850% | Average | $3M | −$80.26M | |||
JGSMX | JPMorgan Small Cap Growth Fund Class R6 | Retirement, Large | Limited | $971.47M | 0.650% | Low | $15M | −$627.13M | |||
JGSVX | JPMorgan Small Cap Growth Fund Class R5 | Retirement, Large | Limited | $4.76M | 0.750% | Below Average | $0 | −$6.19M | |||
JGLYX | JPMorgan Small Cap Growth Fund Class R4 | Retirement, Large | Limited | $1.92M | 0.900% | Above Average | $0 | $434,019.21 | |||
JSGZX | JPMorgan Small Cap Growth Fund Class R2 | Retirement, Medium | Limited | $8.47M | 1.400% | Average | $0 | −$3.64M | |||
JGRQX | JPMorgan Small Cap Growth Fund Class R3 | Retirement, Medium | Limited | $3.12M | 1.150% | Low | $0 | −$246,560.31 |
United States