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JPMorgan Small Cap Sustainable Leaders Fund (VSSCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
34.30+0.22 (+0.65%)
At close: 08:01PM EDT

JPMorgan Small Cap Sustainable Leaders Fund

Columbus OH 43240

1111 Polaris Parkway, Ste. 2-j

JPMorgan Trust I

Management Information
,Lead Manager since October 31, 2019
Mr. Gupta, Executive Director, is a research analyst and portfolio manager on the U.S. Behavioral Finance Equity team. An employee since 2004, Mr. Gupta previously spent over three years in the sell-side Equity Research Group, focusing on the electronics manufacturing supply chain sector. He is also a CFA charterholder and a certified Financial Risk Manager (FRM).
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. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Blend
Fund FamilyJPMorgan
Net Assets472.3M
YTD Return18.33%
Morningstar Rating★★★
Inception DateDec 30, 1996

Fund Operations

Last Dividend0.56
Last Cap Gain0.00
Holdings Turnover102.00%
Average for CategoryN/A

Fees & Expenses

ExpenseVSSCXCategory Average
Annual Report Expense Ratio (net)0.80%1.03%
Prospectus Net Expense Ratio0.80%N/A
Prospectus Gross Expense Ratio0.90%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