3 / 5 Stars
5 5 2 3 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#36 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 25.86 percent over the past year, 16.24 percent over the past three years, 22.32 percent over the past five years, and 9.06 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.6%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||22.3%|
|10 Years (Annualized)||9.1%|
The investment seeks to provide high total return from a portfolio of small company stocks. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap U.S. companies. Small cap companies are companies with market capitalizations similar to those within the universe of the Russell 2000® Index at the time of purchase. The fund pursues returns that exceed those of the Russell 2000® Index while seeking to limit its volatility relative to this index. In implementing its main strategies, the fund's investments are primarily in common stocks and real estate investment trusts (REITs).
Fees are Above Average compared to funds in the same category.
JPMorgan U.S. Small Company Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.