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JPMorgan US Small Company I (JSCSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.90-0.27 (-1.22%)
As of 8:06AM EST. Market open.

JPMorgan US Small Company I

JPMorgan Trust I

1111 Polaris Parkway, Ste. 2-j

Columbus OH 43240

800-480-4111
Management information
Phillip D. Hart,Lead manager since 31 October 2010
Mr. Hart, managing director, is a portfolio manager and is head of the U.S. Behavioral Finance Small Cap Equity Group at JPMorgan . He joined JPMorgan in 2003. Phillip obtained a BA in economics from Cornell University and is a CFA charterholder.
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

CategorySmall Blend
Fund familyJPMorgan
Net assets992.19M
YTD return17.99%
Yield0.40%
Morningstar rating★★★★
Inception date9 Sep 2001

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover52.00%
Average for categoryN/A

Fees and expenses

ExpenseJSCSXCategory average
Annual report expense ratio (net)0.96%1.11%
Prospectus net expense ratio0.96%N/A
Prospectus gross expense ratio0.96%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.21%
3-yr expense projection306N/A
5-yr expense projection531N/A
10-yr expense projection1,178N/A