4 / 5 Stars
4 4 3 4 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 122 Small Value 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 21.71 percent over the past year, 16.12 percent over the past three years, 21.47 percent over the past five years, and 9.14 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.7%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||21.5%|
|10 Years (Annualized)||9.1%|
The investment seeks long-term capital growth primarily by investing in equity securities of small-capitalization companies. The fund normally invests at least 80% of assets in equity securities of small cap companies. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Value Index stocks at the time of purchase. In reviewing investment opportunities for the fund, its adviser uses a value-oriented approach. In implementing its main strategies, the fund's equity investments are primarily in common stocks and real estate investment trusts (REITs).
Fees are Low compared to funds in the same category.
JPMorgan Small Cap Value Fund has an expense ratio of 0.85 percent.
Risk is Average compared to funds in the same category according to Morningstar.