JDSCX – JPMorgan Small Cap Blend I Investment Strategy | Morningstar

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Strategy

The investment seeks capital growth over the long term. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 Index at the time of purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JDSCX	JPMorgan Small Cap Blend Fund Class I	Institutional	Open			Apr 5, 1999	$294.93M	0.990%	Above Average	$1M	−$121.61M
VSCOX	JPMorgan Small Cap Blend Fund Class A	Front Load	Open			May 19, 1997	$503.52M	1.240%	Average	$1,000	−$6.30M
VSCCX	JPMorgan Small Cap Blend Fund Class C	Level Load	Open			Jan 7, 1998	$19.17M	1.740%	Low	$1,000	−$2.48M
JSCHX	JPMorgan Small Cap Blend Fund Class R6	Retirement, Large	Open			Jul 2, 2018	$697.58M	0.740%	Below Average	$15M	−$100.04M

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