JPMorgan Small Cap Core Fund

Class Other (VSSCX)
Scorecard
3 / 5 Stars
Lipper
4 5 2 4 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B (Buy)

#39 in Small Blend

U.S. News evaluated 227 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all JPMorgan funds

See full Small Blend rankings

See more fund rankings

Performance

The fund has returned 33.75 percent over the past year, 15.76 percent over the past three years, 27.30 percent over the past five years, and 9.04 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 33.7%
3 Years (Annualized) 15.8%
5 Years (Annualized) 27.3%
10 Years (Annualized) 9.0%

See more VSSCX performance

Summary

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

Fees are Above Average compared to funds in the same category.
JPMorgan Small Cap Core Fund has an expense ratio of 0.79 percent.

See more VSSCX fees

Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

See more VSSCX risk