4 / 5 Stars
5 5 2 4 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#31 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 37.68 percent over the past year, 16.65 percent over the past three years, 26.13 percent over the past five years, and 10.48 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.1%|
|3 Years (Annualized)||16.7%|
|5 Years (Annualized)||26.1%|
|10 Years (Annualized)||10.5%|
The investment seeks long-term capital growth primarily by investing in a portfolio of equity securities of small-capitalization and emerging growth companies. The fund normally invests at least 80% of assets in the securities of small capitalization companies. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Growth Index stocks at the time of purchase. In implementing its main strategies, the fund will invest primarily in common stocks. Typically, it invests in securities of companies with a history of above-average growth, as well as companies expected to have above-average growth.
Fees are Above Average compared to funds in the same category.
JPMorgan Small Cap Growth Fund has an expense ratio of 1.24 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.