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JPMorgan Small Cap Equity R5 (JSERX)

On Feb 9: 29.15 USD  Up 0.35 (1.22%)  
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JPMORGAN SMALL CAP EQUITY R5 Delayed quote dataEdit
Net Asset Value: 29.15
Trade Time: Feb 9
Change: Up 0.35 (1.22%)
Prev Close: 29.15
YTD Return*: -3.00%
Net Assets*: 222.56M
Yield*: 0.50%
* As of 31-Jan-10
JPMorgan Small Cap Equity R5 (JSERX)
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 5 stars
Total Assets: 222.56M
Category: Small Growth
Total Expense Ratio: 0.82%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -3.00%
5y Avg Return: 5.93%
Rank in Category (ytd): 32
% Rank in Category (ytd): 3.97%
Beta (3y): 0.96
Morningstar Risk Rating: Low
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.The fund invests primarily in common stocks.
Fund Profile


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