JPMorgan Small Cap Growth Fund Class A PGSGX
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 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® Growth Index stocks 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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|---|---|---|---|---|---|---|---|---|---|---|---|
OGGFX
| JPMorgan Small Cap Growth Fund Class I | Institutional | Limited | $605.33M | 0.990% | Above Average | $1M | −$271.43M | |||
PGSGX
| JPMorgan Small Cap Growth Fund Class A | Front Load | Limited | $279.82M | 1.240% | Average | $1,000 | −$39.58M | |||
OSGCX
| JPMorgan Small Cap Growth Fund Class C | Level Load | Limited | $11.73M | 1.740% | Low | $1,000 | −$7.38M | |||
JISGX
| JPMorgan Small Cap Growth Fund Class L | Retirement, Large | Limited | $196.01M | 0.840% | Average | $3M | −$257.06M | |||
JGSMX
| JPMorgan Small Cap Growth Fund Class R6 | Retirement, Large | Limited | $968.83M | 0.740% | Below Average | $15M | −$671.12M | |||
JGSVX
| JPMorgan Small Cap Growth Fund Class R5 | Retirement, Large | Limited | $4.74M | 0.840% | Average | $0 | −$5.82M | |||
JGLYX
| JPMorgan Small Cap Growth Fund Class R4 | Retirement, Large | Limited | $1.87M | 0.990% | High | $0 | $432,501.10 | |||
JSGZX
| JPMorgan Small Cap Growth Fund Class R2 | Retirement, Medium | Limited | $8.19M | 1.490% | Above Average | $0 | −$3.86M | |||
JGRQX
| JPMorgan Small Cap Growth Fund Class R3 | Retirement, Medium | Limited | $3.24M | 1.240% | Low | $0 | −$239,665.41 |
United States