JPMorgan Small Cap Blend Fund Class R6
JSCHX
NASDAQ
Weiss Ratings | JSCHX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | JSCHX-NASDAQ | Click to Compare |
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Provider | JPMorgan | |||
Manager/Tenure (Years) | Eytan M. Shapiro (20), Lawrence E. Playford (7) | |||
Website | http://https://www.jpmorganfunds.com | |||
Fund Information | JSCHX-NASDAQ | Click to Compare |
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Fund Name | JPMorgan Small Cap Blend Fund Class R6 | |||
Category | Small Blend | |||
Sub-Category | US Equity Small Cap | |||
Prospectus Objective | Small Company | |||
Inception Date | Jul 02, 2018 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 15,000,000.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | JSCHX-NASDAQ | Click to Compare |
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Dividend Yield | 1.21% | |||
Dividend | JSCHX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.66% | |||
Asset Allocation | JSCHX-NASDAQ | Click to Compare |
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Cash | 2.62% | |||
Stock | 97.37% | |||
U.S. Stock | 96.71% | |||
Non-U.S. Stock | 0.66% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | JSCHX-NASDAQ | Click to Compare |
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7-Day Total Return | 2.90% | |||
30-Day Total Return | 2.80% | |||
60-Day Total Return | 9.14% | |||
90-Day Total Return | 5.25% | |||
Year to Date Total Return | -3.15% | |||
1-Year Total Return | 3.83% | |||
2-Year Total Return | 16.05% | |||
3-Year Total Return | 25.73% | |||
5-Year Total Return | 63.53% | |||
Price | JSCHX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | JSCHX-NASDAQ | Click to Compare |
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Nav | $32.22 | |||
1-Month Low NAV | $30.96 | |||
1-Month High NAV | $32.22 | |||
52-Week Low NAV | $26.73 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $36.49 | |||
52-Week High Price (Date) | Nov 25, 2024 | |||
Beta / Standard Deviation | JSCHX-NASDAQ | Click to Compare |
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Beta | 1.08 | |||
Standard Deviation | 20.63 | |||
Balance Sheet | JSCHX-NASDAQ | Click to Compare |
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Total Assets | 1.43B | |||
Operating Ratios | JSCHX-NASDAQ | Click to Compare |
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Expense Ratio | 0.74% | |||
Turnover Ratio | 39.00% | |||
Performance | JSCHX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 19.30% | |||
Last Bear Market Total Return | -15.33% | |||