WOOOX – JPMorgan SMID Cap Equity R3 Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth by investing primarily in equity securities of companies with intermediate capitalizations. Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities of small- to mid-cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small- to mid-cap companies are generally considered to be those companies with market capitalizations similar to those within the universe of the Russell 2500® 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
WOOPX	JPMorgan SMID Cap Equity Fund Class I	Institutional	Limited			May 31, 1991	$63.14M	0.840%	Average	$1M	−$12.60M
PECAX	JPMorgan SMID Cap Equity Fund Class A	Front Load	Limited			May 1, 1992	$95.21M	1.090%	Below Average	$1,000	−$16.17M
ODMCX	JPMorgan SMID Cap Equity Fund Class C	Level Load	Limited			Mar 22, 1999	$3.92M	1.590%	Low	$1,000	−$2.03M
WOOSX	JPMorgan SMID Cap Equity Fund Class R6	Retirement, Large	Limited			Nov 2, 2015	$50.35M	0.590%	Low	$15M	−$69.22M
WOOOX	JPMorgan SMID Cap Equity Fund Class R3	Retirement, Medium	Limited			Sep 9, 2016	$673,929.00	1.090%	Low	$0	−$178,468.95

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