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.
Will VSSCX outperform in future?
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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VSSCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VSSCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of VSSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.