Morningstar

JPMorgan Small Cap Value Fund Class C OSVCX

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

Strategy

The investment seeks long-term capital growth primarily by investing in equity securities of small-capitalization companies. The fund invests at least 80% of its assets in equity securities of small cap value companies. Small cap companies are companies with market capitalizations similar to those within the universe of the Russell 2000® Value Index at the time of purchase. In reviewing investment opportunities for the fund, its adviser uses a value-oriented approach. In implementing its main strategies, the fund's equity investments are primarily in common stocks and real estate investment trusts (REITs).

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
PSOPX	JPMorgan Small Cap Value Fund Class I	Institutional	Open			Jan 27, 1995	$203.24M	0.890%	Average	$1M	−$19.72M
PSOAX	JPMorgan Small Cap Value Fund Class A	Front Load	Open			Jan 27, 1995	$147.88M	1.140%	Below Average	$1,000	−$158,738.19
OSVCX	JPMorgan Small Cap Value Fund Class C	Level Load	Open			Mar 22, 1999	$1.97M	1.640%	Low	$1,000	−$198,832.14
JSVUX	JPMorgan Small Cap Value Fund Class R6	Retirement, Large	Open			Feb 22, 2005	$785.29M	0.650%	Low	$15M	−$238.85M
JSVRX	JPMorgan Small Cap Value Fund Class R5	Retirement, Large	Open			May 15, 2006	$22.45M	0.750%	Below Average	$0	−$316,943.33
JSVQX	JPMorgan Small Cap Value Fund Class R4	Retirement, Large	Open			Sep 9, 2016	$58,510.00	0.900%	Above Average	$0	−$30,045.00
JSVZX	JPMorgan Small Cap Value Fund Class R2	Retirement, Medium	Open			Nov 3, 2008	$20.21M	1.400%	Average	$0	−$7.82M
JSVPX	JPMorgan Small Cap Value Fund Class R3	Retirement, Medium	Open			Sep 9, 2016	$15.14M	1.150%	Low	$0	−$1.84M

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