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JP Morgan US Small Cap Growth Fund A Shares Net Accumulation (0P00000RBX.L)

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1,134.00+11.00 (+0.98%)
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JP Morgan US Small Cap Growth Fund A Shares Net Accumulation

60 Victoria Embankment

Management information
Eytan M. Shapiro,Lead manager since 30 November 1994
Eytan Shapiro, managing director, is the CIO of the Growth &Small Cap U.S. Equity Team. Mr. Shapiro has worked as a portfolio manager for JPMIM or its affiliates (or their predecessors) since 1989 and has been employed by the firm since 1985. Eytan holds a B.Sc. in economics from City University, London, an M.Phil. in economics from Oxford University, and is Series 66 licensed. He is a member of both the New York Society of Security Analysts and The CFA Institute, and a CFA charterholder. He began his investment career in 1982.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryUS Small-Cap Equity
Fund familyJPMorgan Funds Limited
Net assets476.48M
YTD return-3.71%
Yield0.00%
Morningstar rating★★★★
Inception date1 May 1987

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover38.90%
Average for categoryN/A

Fees and expenses

Expense0P00000RBX.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A