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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

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

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Zacks Premium Research for JSCSX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Research Report

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