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Jpmorgan U.s. Small Company Fund I Class: (MF: JSCSX)
(NASDAQ Mutual Funds) As of Sep 17, 2024 08:00 PM ET
$19.38 USD
+0.13 (0.68%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
Incepted in June 1985, the fund is managed by J.P. Morgan Investment Management, Inc. The fund seeks to provide high total return from a portfolio of small company stocks. Under normal market conditions, the fund invests at least 80% of its assets in equity investments of small capitalization U.S. companies. The fund applies a sector-neutral investment approach and diversifies investments across industrial sectors to help limit market volatility. The fund distributes dividends and net capital gains, if any, annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| JPMorgan US Small Company I | JSCSX | NA | NA | 0.00 | 0.00 | 0.60 | 0.94 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| JPMorgan US Small Company Fund I | JUSSX | 18.73 | 6/27/1985 | 0.45 | 18.26 | 3.66 | 12.02 |
| JPMorgan US Small Company Fund Sel | JSCSX | 19.38 | 6/27/1985 | 0.34 | 18.10 | 3.54 | 11.86 |
| JPMorgan US Small Company Fund A | JTUAX | 17.96 | 11/2/2007 | 0.16 | 17.79 | 3.26 | 11.58 |
| JPMorgan US Small Company Fund C | JTUCX | 15.92 | 11/2/2007 | 0.00 | 17.22 | 2.74 | 11.01 |
| JPMorgan US Small Company Fund R6 | JUSMX | 18.75 | 11/1/2011 | 0.53 | 18.34 | 3.77 | 12.13 |
| JPMorgan US Small Company Fund R2 | JSCZX | 17.22 | 11/1/2011 | 0.00 | 17.46 | 2.97 | 11.27 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| JPMorgan US Small Company I | JSCSX | 1000000 | 0 | 0 | A |
Contact Information
| Family | J.P. Morgan |
| Address | P.O.Box 8528 Boston, MA 02266 |
| Phone | 800 480-4111 |