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Small Cap Equity Fund - R5 (JSERX)

Small Cap Equity Fund - R5 (JSERX)
 ! This share class currently has a limited offering, please see prospectus for more details on the offering.
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Don San Jose
Don San Jose| Managing Director Biography

Don San Jose, managing director, is the portfolio manager of the JPMorgan Small Cap Active Core Strategy. An employee since 2000, Don was an analyst in JPMorgan Securities' equity research department covering capital goods companies before joining the small cap group. Prior to joining the firm, he was an equity research associate at ING Baring Furman Selz. Don holds a B.S. in finance from The Wharton School of the University of Pennsylvania and is a member of both the New York Society of Security Analysts and The CFA Institute. He is a CFA charterholder.

Education
  • B.S., Finance, The Wharton School, University of Pennsylvania
Experience
  • Industry Experience, 17 Years
  • Firm Experience, 14 Years
  • Fund Experience, 7 Years
Other funds managed by Don San Jose:
Daniel Percella
Daniel Percella| Executive Director Biography

Dan Percella, executive director, is an analyst on the Small Cap Active Core Team. An employee since 2008, Dan was previously a member of Institutional Investor-ranked equity research teams covering the transportation sector at Bear Stearns, Bank of America and Citigroup. Dan holds a B.S. in economics from Georgetown University’s Walsh School of Foreign Service and is a member of both the New York Society of Security Analysts and The CFA Institute. He is also a CFA charterholder.

Education
  • B.S. from Georgetown University
Experience
  • Industry Experience, 12 Years
  • Firm Experience, 6 Years
  • Fund Experience, less than 1 year

The Fund may invest a portion of its securities in small-cap stocks. Small-capitalization funds typically carry more risk than stock funds investing in well-established "blue-chip" companies since smaller companies generally have a higher risk of failure. Historically, smaller companies' stock has experienced a greater degree of market volatility than the average stock.

The Fund is aggressively managed and, therefore, is subject to greater fluctuation than an investment in a growth fund investing in proven growth equities.