JPMorgan Dynamic Small Cap Growth C
JPMorgan Distribution Services, Inc. 1111 Polaris Parkway Columbus, OH 43240
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Phone: 800-480-4111
| Category: | Small Growth | | Fund Family: | JP Morgan | | Net Assets: | 57.31M | | Year-to-Date Return: | -15.55% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Jan-98 |
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Eytan M. Shapiro
Lead Manager since
29-Sep-04 | | | Shapiro serves as managing director of JPMIM. He has worked as a portfolio manager for JPMIM or its affiliates (or their predecessors) since 1989 and has been employed by the firm since 1985. Shapiro holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | $25 | | 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. The fund may invest any portion of assets in cash and cash equivalents, including affiliated money market funds, high-quality money market instruments or repurchase agreements. It is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
(17-Dec-07):
| 1.80 | | Annual Holdings Turnover
| 144.00% | | Average for Category:
| 113.59% |
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| Expense | VSCCX | Category
Avg | | Total Expense Ratio: | 2.10%
| 1.59% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 1.00%
| 2.65% | | 3 Yr Expense Projection*: |
$753 | $692 | | 5 Yr Expense Projection*: |
$1,317 | $1,095 | | 10 Yr Expense Projection*: |
$2,853 | $2,169 |
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1.47% Nasdaq 
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