JSERX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan Small Cap Equity R5 (JSERX) Ownership - Who owns JPMorgan Small Cap Equity R5?

The investment seeks capital growth over the long term... Show more

Category: #Small Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

JSERX

Net Assets

3.91B

Fund Existence

almost 19 years

Turnover

19.00

Total Expense Ratio

0.80

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.85

Assets in Top Ten Holdings

824M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

513M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

101.00

Number of Net Holdings

101.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

17.85%

Gain YTD

-6.637

Annual Yield % from dividends

0.48

Returns for 1 year

-8.17

Returns for 3 years

-17.40

Returns for 5 years

31.94

Returns for 10 years

4.88

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General Information

Category SmallBlend

Profile

Fundamentals

Details