Morningstar

JPMorgan U.S. Small Company Fund Class C JTUCX

Medalist Rating as of Sep 30, 2026 See JPMorgan Investment Hub

Strategy

The investment seeks to provide high total return from a portfolio of small company stocks. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap U.S. 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® 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
JSCSX	JPMorgan U.S. Small Company Fund Class I	Institutional	Open			Sep 10, 2001	$148.57M	0.890%	Average	$1M	−$11.57M
JTUAX	JPMorgan U.S. Small Company Fund Class A	Front Load	Open			Nov 1, 2007	$120.82M	1.140%	Below Average	$1,000	−$4.18M
JTUCX	JPMorgan U.S. Small Company Fund Class C	Level Load	Open			Nov 1, 2007	$2.10M	1.640%	Low	$1,000	−$1.52M
JUSSX	JPMorgan U.S. Small Company Fund Class L	Retirement, Large	Limited			Nov 4, 1993	$266.11M	0.820%	Average	$3M	−$12.26M
JUSMX	JPMorgan U.S. Small Company Fund Class R6	Retirement, Large	Open			Nov 1, 2011	$390.34M	0.650%	Low	$15M	$12.80M
JUSQX	JPMorgan U.S. Small Company Fund Class R4	Retirement, Large	Open			Sep 9, 2016	$7.16M	0.900%	Above Average	$0	−$202,272.22
JUSYX	JPMorgan U.S. Small Company Fund Class R5	Retirement, Large	Open			Sep 9, 2016	$27.17M	0.750%	Below Average	$0	−$2.12M
JSCZX	JPMorgan U.S. Small Company Fund Class R2	Retirement, Medium	Open			Nov 1, 2011	$50.54M	1.400%	Average	$0	−$815,212.31
JUSPX	JPMorgan U.S. Small Company Fund Class R3	Retirement, Medium	Open			Sep 9, 2016	$40.80M	1.150%	Low	$0	−$5.73M

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