2 / 5 Stars
3 4 2 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#66 in Small Growth
U.S. News evaluated 215 Small Growth 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 42.93 percent over the past year, 16.40 percent over the past three years, 26.67 percent over the past five years, and 8.82 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.0%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||26.7%|
|10 Years (Annualized)||8.8%|
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 the Russell 2000® Growth Index and/or with market capitalizations of less than $3.5 billion at the time of purchase.
Fees are Above Average compared to funds in the same category.
JPMorgan Dynamic Small Cap Growth Fund has an expense ratio of 1.44 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.