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JPMorgan Small Cap Sustainable Ldrs R5 (VSSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.65+0.06 (+0.16%)
At close: 08:01PM EDT

JPMorgan Small Cap Sustainable Ldrs R5

Columbus OH 43240

1111 Polaris Parkway, Ste. 2-j

JPMorgan Trust I

Management information
Robert A. Ippolito,Lead manager since 30 June 2021
Robert Ippolito, Vice President and CFA charterholder. Prior to becoming a portfolio manager, Mr. Ippolito was a fundamental research analyst within the group.
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 assets29.28M
YTD return3.41%
Yield0.58%
Morningstar rating★
Inception date2 Jan 2017

Fund operations

Last dividend0.23
Last cap gain-95.00
Holdings turnover8.00%
Average for categoryN/A

Fees and expenses

ExpenseVSSCXCategory average
Annual report expense ratio (net)0.89%1.03%
Prospectus net expense ratio0.89%N/A
Prospectus gross expense ratio1.25%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.22%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A