JPMorgan Small Cap Value Fund Class R3
JSVPX
NASDAQ
Rating
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Risk
Fund Information
Fund Type
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Inception Date
Open/Closed to New Investors
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Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
JPMorgan
Manager/Tenure
(Years)
(Years)
Phillip D. Hart (16), Wonseok Choi (7), Akash Gupta (7), 1 other
Address
JPMorgan
New York NY - 10017
New York NY - 10017
Country
United States
Phone Number
800-338-4345
Investment Strategy
The investment seeks long-term capital growth primarily by investing in equity securities of small-capitalization companies. The fund invests at least 80% of its assets in equity securities of small cap value companies. Small cap companies are companies with market capitalizations similar to those within the universe of the Russell 2000® Value Index at the time of purchase. In reviewing investment opportunities for the fund, its adviser uses a value-oriented approach. In implementing its main strategies, the fund's equity investments are primarily in common stocks and real estate investment trusts (REITs).