JPMorgan Small Cap Growth Select

The investment seeks long-term capital growth primarily by investing in a portfolio of equity securities of small-capitalization and emerging growth companies.
The fund normally invests at least 80% of the fund's assets in the securities of small capitalization companies. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Growth Index stocks at the time of purchase. In implementing its main strategies, the fund will invest primarily in common stocks.

Key stats

Management firm  JPMorgan
Domicile  United States
Fund Administrator  Jpmorgan Funds Management Inc.
Global Branding Name  JPMorgan
Fund currency  USD
Launch Date  1996-03-26
ISIN  US4812C05717
SEDOL  B1HTJ10
Manager 1 Name  Eytan Shapiro
Fund Strategy  Small Growth
Benchmark  Russell 2000 Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-08-31
Return - 1 Month  5.44%
Return - 2 Months  -1.21 %
Return - 3 Months  6.28%
Return - 6 Months  -8.05 %
Return - 9 months  -0.94 %
Return - 12 Months  10.54%
Annualized return 24 months  20.52 %
Annualized return 36 months  18.14 %
Annualized return 48 months  20.34 %
Annualized return 60 months  18.22 %
Return 120 months  10.50 %
Annualized return since Inception  9.22%
Return YTD  -4.29%

Ratings

Morning Star Rating Date   2014-08-31
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 120 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Minimum Investment  $1,000,000
Maximum Managment Charge  0.65 %

Contact

Contact Address  100 Wood Street
Contact Address 2  270 Park Avenue, 42nd Floor
Contact Address 3  New York, NY 10017-2070
Contact city  London
Contact country  United Kingdom
Fund Admin Group  JPMorgan
Web Address  www.jpmorgan.com
Email contact  sharon.e.wright@jpmorgan.com
Custodian  J. P. Morgan Chase Bank
Phone  1-212-270-7325

Price

Last Price Date  2014-09-16
Pre-tax nav  14.64
Price change  $0.05
Price change (percentage)  0.34 %

Funds Disclaimer

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Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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