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JPMorgan Small Cap Core R5 VSSCX

Analyst rating as of
NAV / 1-Day Return
67.68  /  2.44 %
Total Assets
356.1 Mil
Adj. Expense Ratio
Expense Ratio
Fee Level
Longest Manager Tenure
10.64 years
Small Blend
Investment Style
Small Blend
Min. Initial Investment
TTM Yield

Morningstar’s Analysis

Will VSSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

JPMorgan Small Cap Core to Adopt a New Sustainability Mandate; Ratings Unchanged

Analyst Note

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JPMorgan Small Cap Core will adopt a new investment strategy that explicitly incorporates environmental, social, and governance factors, effective on or about July 1, 2021. The change was previously scheduled to occur May 1. The fund will continue to invest in small-cap companies using a quantitative ranking model and analyst-driven inputs but will base decisions on both financial and sustainability characteristics. It will avoid investing in companies involved in certain industries such as the production of alcohol, tobacco, weapons, thermal coal, and gambling products. To reflect this development, the fund's name will change to JPMorgan Small Cap Sustainable Leaders on July 1. Additionally, Robert Ippolito will replace quantitative researcher Jonathan Tse as a named manager. Ippolito has served as an analyst on the fund since 2009 and will continue to support the team's fundamental work.

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