JPMorgan U.S. Small Company Fund R5 is a mutual fund that focuses on investing in a diversified portfolio of small-cap U.S. companies, predominantly those falling within the market capitalization range of the Russell 2000 Index. Its primary objective is to seek long-term total return through a balanced approach that includes both growth and value stocks within the small-cap space. The fund employs a largely quantitative investment process, complemented by a fundamental overlay, which helps manage risk and maintain a close alignment with its benchmark while seeking to capitalize on factors such as value, quality, and momentum. This fund plays a significant role in providing market participants with exposure to smaller, potentially high-growth U.S. businesses that often operate in dynamic sectors like information technology, industrials, health care, and financials. Its constrained active management approach results in a risk profile that closely tracks its benchmark, making it a notable option for investors seeking diversified access to U.S. small-cap equities through a disciplined, systematically managed process.