JPMorgan Small Cap Sustainable Leaders Fund
VSSCX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 277 Park Avenue New York NY United States of America 10172
- IPO Date
- Dec 31, 1996
- CIK
- 0001217286
- Similar Companies
- Business
- JPMorgan Small Cap Sustainable Leaders Fund (VSSCX) is a mutual fund that seeks long-term capital appreciation by primarily investing in small-cap common stocks of U.S. companies identified as leaders in sustainability through a proprietary ESG scoring methodology; it selects securities with attractive environmental, social, and governance characteristics and potential for growth, benchmarked against the Russell 2000 Index, with approximately 84 holdings across sectors including industrials (23.0%), consumer discretionary (14.8%), financials (12.6%), health care (16.7%), and information technology (9.5%), featuring top positions in companies such as AAON Inc. (3.2%), KB Home (2.9%), Deckers Outdoor Corp. (2.8%), and Badger Meter Inc. (2.2%). The fund offers multiple share classes, including R5 (VSSCX), R6 (VSSLX), I (VSSWX), A (VSSBX), and C (VSSRX), with net expense ratios ranging from 0.650% for R6 shares to 0.890% for I shares after contractual waivers through at least October 31, 2024; it maintains a weighted average market cap of $5.39 billion, a forward P/E ratio of 16.74, and a three-year beta of 0.99, emphasizing lower volatility relative to peers while targeting sustainable small-cap leaders. Operating as a series of JPMorgan Trust I, a registered open-end investment company domiciled in the United States, the fund traces its inception to September 30, 1980 via predecessor performance, with the current share class launched around 2016-2017 and total assets of approximately $29.28 million as of March 2024; it is managed by J.P. Morgan Investment Management Inc., an affiliate of JPMorgan Chase & Co., headquartered at 277 Park Avenue, New York, NY. In July 2021, the fund underwent a significant strategic shift with changes to its investment strategies to emphasize sustainable leaders, potentially impacting prior performance comparability; it was notably repurposed as one of the largest funds to incorporate sustainability criteria, managing $318 million in assets at that time. More recently, as announced in a November 26, 2024 prospectus supplement, effective December 31, 2024, the fund transitions to a new portfolio management team comprising Managing Directors David Small and Danielle Hines, alongside updates to its investment process that may elevate portfolio turnover and capital gains distributions, while retaining its core objective and strategies. The fund targets institutional and retail investors seeking ESG-integrated small-cap equity exposure, with geographic focus on U.S. equities (over 96% allocation), limited non-U.S. holdings, and distribution through intermediaries like JPMorgan Distribution Services, Inc..