JPMorgan U.S. Small Company Fund Class R5 JUSYX
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.
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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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|---|---|---|---|---|---|---|---|---|---|---|---|
JSCSX
| JPMorgan U.S. Small Company Fund Class I | Institutional | Open | $151.42M | 0.940% | Average | $1M | −$14.36M | |||
JTUAX
| JPMorgan U.S. Small Company Fund Class A | Front Load | Open | $123.32M | 1.190% | Below Average | $1,000 | −$12.80M | |||
JTUCX
| JPMorgan U.S. Small Company Fund Class C | Level Load | Open | $2.24M | 1.690% | Low | $1,000 | −$1.46M | |||
JUSSX
| JPMorgan U.S. Small Company Fund Class L | Retirement, Large | Limited | $269.34M | 0.810% | Average | $3M | −$13.38M | |||
JUSMX
| JPMorgan U.S. Small Company Fund Class R6 | Retirement, Large | Open | $392.86M | 0.720% | Low | $15M | $11.75M | |||
JUSQX
| JPMorgan U.S. Small Company Fund Class R4 | Retirement, Large | Open | $7.18M | 0.970% | High | $0 | −$65,423.74 | |||
JUSYX
| JPMorgan U.S. Small Company Fund Class R5 | Retirement, Large | Open | $27.32M | 0.810% | Average | $0 | −$2.11M | |||
JSCZX
| JPMorgan U.S. Small Company Fund Class R2 | Retirement, Medium | Open | $51.04M | 1.480% | Above Average | $0 | −$2.10M | |||
JUSPX
| JPMorgan U.S. Small Company Fund Class R3 | Retirement, Medium | Open | $42.09M | 1.220% | Low | $0 | −$6.51M |
United States