Morningstar

JPMorgan Small Cap Equity Fund Class I VSEIX

Medalist Rating as of May 14, 2026 See JPMorgan Investment Hub

Strategy

The investment seeks capital growth over the long term. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap 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® 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
VSEIX	JPMorgan Small Cap Equity Fund Class I	Institutional	Open			May 7, 1996	$746.43M	0.890%	Above Average	$1M	−$422.87M
VSEAX	JPMorgan Small Cap Equity Fund Class A	Front Load	Open			Dec 20, 1994	$263.15M	1.140%	Average	$1,000	−$86.66M
JSECX	JPMorgan Small Cap Equity Fund Class C	Level Load	Open			Feb 18, 2005	$5.33M	1.640%	Low	$1,000	−$1.74M
JSERX	JPMorgan Small Cap Equity Fund Class R5	Retirement, Large	Open			May 15, 2006	$167.60M	0.750%	Below Average	$0	−$238.55M
VSENX	JPMorgan Small Cap Equity Fund Class R6	Retirement, Large	Open			May 31, 2016	$1.11B	0.650%	Low	$15M	−$487.55M
JSEQX	JPMorgan Small Cap Equity Fund Class R4	Retirement, Large	Open			Sep 9, 2016	$395,724.00	0.900%	Above Average	$0	−$256,769.92
JSEZX	JPMorgan Small Cap Equity Fund Class R2	Retirement, Medium	Open			Nov 3, 2008	$3.65M	1.400%	Average	$0	$47,285.66
JSEPX	JPMorgan Small Cap Equity Fund Class R3	Retirement, Medium	Open			Sep 9, 2016	$2.46M	1.150%	Low	$0	$492,194.84

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