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JPMorgan Small Cap Equity R5 (JSERX)

45.33 Up 0.41(0.91%) 18 May

Prev Close:44.92
YTD Return*:8.47%
Net Assets*:2.58B
Yield*:1.19%

* As of 28-Feb-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for JSERX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SLGN2.963.25
WCN2.90-0.59
PTEN2.4724.64
JAH2.3918.78
PRA2.3710.95
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:2.58B
Category:Small Growth
Total Expense Ratio:0.79%
Fund Profile | Holdings

Performance & Risk

YTD Return:8.47%
5y Avg Return:12.06%
Rank in Category (ytd):13
% Rank in Category (ytd):1.74%
Beta (3y):1.10
Morningstar Risk Rating:1
Performance Details | Risk Details

Fund Summary

The investment seeks capital growth over the long term. 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® Index stocks at the time of purchase. In implementing its main strategies, the fund invests primarily in common stocks. It will use futures contracts to more effectively gain targeted equity exposure from its cash positions. View More
Fund Profile
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