4 / 5 Stars
4 5 2 4 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#15 in Small Blend
U.S. News evaluated 229 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 28.95 percent over the past year, 16.92 percent over the past three years, 22.34 percent over the past five years, and 8.74 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.1%|
|3 Years (Annualized)||16.9%|
|5 Years (Annualized)||22.3%|
|10 Years (Annualized)||8.7%|
The investment seeks capital growth over the long term. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of Russell 2000® Index at the time of purchase.
Fees are Above Average compared to funds in the same category.
JPMorgan Small Cap Core Fund has an expense ratio of 0.79 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.