JPMorgan Small Cap Sustainable Leaders Fund

Frequently Asked Questions About VSSCX

What does VSSCX invest in?

Typically, this fund allocates a minimum of 80% of its overall assets to equity holdings of companies with smaller market capitalizations. These companies must also satisfy the adviser's established environmental, social, and governance (ESG) criteria. For the purposes of this investment strategy, "assets" refers to the fund's net assets combined with any capital borrowed for investment purposes. A company is classified as "small cap" if its market capitalization falls within the range of companies included in the Russell 2000® Index at the time the investment is made.

What is the expense ratio of VSSCX?

An expense ratio for JPMorgan Small Cap Sustainable Leaders Fund (VSSCX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is VSSCX?

JPMorgan Small Cap Sustainable Leaders Fund (VSSCX) manages $25.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is VSSCX actively managed or an index fund?

VSSCX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios because there's no security selection cost.

When was VSSCX launched?

JPMorgan Small Cap Sustainable Leaders Fund (VSSCX) launched in December 1996 and is managed by JPMorgan.

How has VSSCX performed?

VSSCX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.