JPMorgan Small Cap Blend C (VSCCX)
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JPMorgan Small Cap Blend C
Columbus OH 43240
1111 Polaris Parkway, Ste. 2-j
JPMorgan Trust I
Management information
Eytan M. Shapiro,Lead manager since 28 September 2004
Eytan Shapiro, managing director, is the CIO of the Growth &Small Cap U.S. Equity Team. Mr. Shapiro 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. Eytan holds a B.Sc. in economics from City University, London, an M.Phil. in economics from Oxford University, and is Series 66 licensed. He is a member of both the New York Society of Security Analysts and The CFA Institute, and a CFA charterholder. He began his investment career in 1982.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategorySmall Blend
Fund familyJPMorgan
Net assets1.42B
YTD return0.07%
Yield0.32%
Morningstar rating★★★★
Inception date6 Jan 1998
Fund operations
Last dividend0.05
Last cap gain6.00
Holdings turnover37.00%
Average for categoryN/A
Fees and expenses
ExpenseVSCCXCategory average
Annual report expense ratio (net)0.74%1.03%
Prospectus net expense ratio0.74%N/A
Prospectus gross expense ratio0.77%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
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