JPMorgan Small Cap Blend Fund Class C (VSCCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
15.04
-0.24 (-1.57%)
Jul 7, 2025, 4:00 PM EDT
2.94%
Fund Assets 1.43B
Expense Ratio 1.74%
Min. Investment $1,000
Turnover 39.00%
Dividend (ttm) 0.23
Dividend Yield 1.48%
Dividend Growth 395.80%
Payout Frequency Annual
Ex-Dividend Date Dec 19, 2024
Previous Close 15.28
YTD Return -2.27%
1-Year Return 4.46%
5-Year Return 50.94%
52-Week Low 12.33
52-Week High 16.96
Beta (5Y) n/a
Holdings 236
Inception Date Jan 7, 1998

About VSCCX

JPMorgan Small Cap Blend Fund Class C is an actively managed mutual fund focused on long-term capital growth by investing primarily in U.S. small-cap equities. The fund allocates at least 80% of its assets to small-cap companies, blending both growth and value styles through a fundamental bottom-up investment process that emphasizes research, valuation, and stock selection. Its diversified portfolio typically holds over 200 stocks and spans a broad mix of sectors, with notable allocations in industrials, health care, and financials. Managed by experienced professionals, the fund aims to outperform the Russell 2000 Index while maintaining a moderate level of risk. With a minimum investment threshold of $1,000, it is accessible to a range of investors. The fund has received recognition for its strong risk-adjusted performance over multiple market cycles, supported by disciplined management and a robust investment approach. JPMorgan Small Cap Blend Fund Class C plays a significant role in providing investors with exposure to the growth potential of smaller U.S. companies that are often underrepresented in large-cap portfolios.

Fund Family JPMorgan
Category Small Blend
Stock Exchange NASDAQ
Ticker Symbol VSCCX
Share Class Class C
Index Russell 2000 TR

Performance

VSCCX had a total return of 4.46% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.86%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
FKICX Fidelity Fidelity Small Cap Stock K6 Fund 0.60%
FSCDX Fidelity Fidelity Advisor Small Cap Fund - Class A 1.28%
FCDTX Fidelity Fidelity Advisor Stock Selector Small Cap Fund - Class M 1.43%
FSOPX Fidelity Fidelity Series Small Cap Opportunities Fund 0.77%
FCDIX Fidelity Fidelity Advisor Stock Selector Small Cap Fund - Class I 0.90%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
JSCHX Class R6 0.74%
JDSCX Class I 0.99%
VSCOX Class A 1.24%

Top 10 Holdings

10.93% of assets
Name Symbol Weight
JPMorgan Prime Money Market Fund JINXX 2.15%
Applied Industrial Technologies, Inc. AIT 1.31%
PennyMac Financial Services, Inc. PFSI 1.14%
Hamilton Lane Incorporated HLNE 1.04%
Selective Insurance Group, Inc. SIGI 0.98%
Casella Waste Systems, Inc. CWST 0.96%
Insmed Incorporated INSM 0.87%
Old National Bancorp ONB 0.85%
Group 1 Automotive, Inc. GPI 0.84%
SouthState Corporation SSB 0.78%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 19, 2024 $0.22638 Dec 20, 2024
Dec 20, 2023 $0.04566 Dec 21, 2023
Dec 20, 2022 $0.00638 Dec 21, 2022
Dec 13, 2022 $0.46131 Dec 14, 2022
Dec 13, 2021 $2.01937 Dec 14, 2021
Dec 11, 2020 $0.46755 Dec 14, 2020
Full Dividend History