JPMorgan Dynamic Small Cap Growth C
Finsbury Dials 20 Finsbury Street
Map
Phone: 800-480-4111
| Category: | Small Growth | | Fund Family: | JPMorgan | | Net Assets: | 45.09M | | Year-to-Date Return: | 18.60% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Jan-98 |
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Christopher Mark Vyvyan Jones
Lead Manager since
29-Sep-04 | | | Jones joined JPMorgan Investment Advisors in July 2004. He is the chief investment officer of the U.S. Equity Growth and Small Cap team and has worked as a portfolio manager with various affiliates of JPMIM since 1982. Jones holds the Chartered Financial Analyst disignation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| 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 with market capitalizations equal to those within the universe of Russell 2000 Growth index and/or with market capitalizations of less than $3.5 billion at the time of purchase. It invests primarily in common stocks. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(17-Dec-07):
| 1.80 | | Annual Holdings Turnover
| 83.00% | | Average for Category:
| 133.38% |
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| Expense | VSCCX | Category
Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | 1.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $692 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,202 |
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0.28% Nasdaq 
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