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Jpmorgan Small Cap Equity R5: (MF: JSERX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$54.72 USD
-0.60 (-1.09%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
NA
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| JPMorgan Small Cap Equity R5 | JSERX | NA | NA | 0.00 | 0.00 | 0.65 | 0.79 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| JPMorgan Small Cap Equity Fund A | VSEAX | 41.56 | 12/19/1994 | 0.19 | 5.57 | 7.86 | 8.76 |
| JPMorgan Small Cap Equity Fund Sel | VSEIX | 55.03 | 12/20/1994 | 0.25 | 5.83 | 8.13 | 9.05 |
| JPMorgan Small Cap Equity Fund C | JSECX | 20.33 | 6/9/2005 | 0.00 | 5.03 | 7.30 | 8.22 |
| JPMorgan Small Cap Equity Fund R5 | JSERX | 54.72 | 5/15/2006 | 0.46 | 6.04 | 8.34 | 9.26 |
| JPMorgan Small Cap Equity Fund R2 | JSEZX | 39.58 | 11/4/2008 | 0.00 | 5.29 | 7.59 | 8.51 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| JPMorgan Small Cap Equity R5 | JSERX | 0 | 0 | 0 | A |
Contact Information
| Family | J.P. Morgan |
| Address | P.O.Box 8528 Boston, MA 02266 |
| Phone | 800 480-4111 |