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JPMorgan Small Cap Equity A (VSEAX)

45.76 Up 0.21(0.46%) Aug 26

Profile as of Jul 30, 2014Get Profile for:
JPMorgan Small Cap Equity A
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus OH 43240
Map
Phone: 800-480-4111
Fund Overview 
Category:Small Growth
Fund Family:JPMorgan
Net Assets:3.21B
Year-to-Date Return:-1.41%
Yield:0.14%
Morningstar Rating:4 stars
Fund Inception Date:Dec 20, 1994
Morningstar Style Box 
Small Growth
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Management Information 
Don J. San Jose
Lead Manager since Nov 1, 2007
San Jose has been an analyst with the U.S. Small Cap Equity Group since 2004 and a portfolio manager since 2007. An employee since 2000, he was an analyst in JPMorgan Securities’ equity research department before joining the small cap group.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:100
Min Subsequent Investment:25
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:100
VSEAX can be purchased from 119 brokerages.

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.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 11, 2013) : 0.00
Annual Holdings Turnover (Aug 24, 2014) : 25.00%
Average for Category:54.83%
Fees & Expenses 
ExpenseVSEAXCategory Avg
Annual Report Expense Ratio (net):1.29%1.37%
Prospectus Net Expense Ratio:1.31%N/A
Prospectus Gross Expense Ratio:1.40%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:5.25%5.46%
Max Deferred Sales Load: N/A2.23%
3 Yr Expense Projection*:936597
5 Yr Expense Projection*:1,242966
10 Yr Expense Projection*:2,1091,980
* Per $10,000 invested