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Jpmorgan Small Cap Sustainable Leaders Fund - R5: (MF: VSSCX)
(NASDAQ Mutual Funds) As of May 30, 2024 08:00 PM ET
$40.81 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in May 1996 and is managed by J.P. Morgan Investment Management. The fund seeks capital growth over the long term. Under normal market conditions, the fund invests at least 80% of its assets in equity securities of small-cap companies. Small-cap companies are companies with market capitalizations equal to those within the universe of S&P SmallCap 600 Index stocks at the time of purchase. The fund distributes dividends and capital gains, if any, annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| JPMorgan SmallCap Sustain Leader R5 | VSSCX | NA | NA | 0.00 | 0.00 | 0.65 | 0.70 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| JPMorgan Trust Small Cap Core Fund | VSSCX | 40.81 | 9/30/1980 | 0.00 | 9.14 | -6.76 | 2.80 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| JPMorgan SmallCap Sustain Leader R5 | VSSCX | 0 | 0 | 0 | A |
Contact Information
| Family | J.P. Morgan |
| Address | P.O.Box 8528 Boston, MA 02266 |
| Phone | 800 480-4111 |