Nasdaq - Delayed Quote USD

JPMorgan Small Cap Growth Fund (JGSMX)

20.18
+0.45
+(2.28%)
As of 8:06:23 AM EDT. Market Open.
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  • Previous Close 19.73
  • YTD Return -1.88%
  • Expense Ratio 0.74%
  • Category Small Growth
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 3.42B
  • Beta (5Y Monthly) 1.18
  • Yield 0.89%
  • 5y Average Return --
  • Holdings Turnover 43.00%
  • Last Dividend 0.20
  • Inception Date Jul 31, 2017

Under normal circumstances, at least 80% of the fund's assets will be invested in the securities of small capitalization companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Growth Index stocks at the time of purchase.

JPMorgan

Fund Family

Small Growth

Fund Category

3.42B

Net Assets

2017-07-31

Inception Date

More about JPMorgan Small Cap Growth Fund

Performance Overview: JGSMX

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Trailing returns as of 4/2/2025. Category is Small Growth.

YTD Return

JGSMX
1.88%
Category
12.40%
 

1-Year Return

JGSMX
1.44%
Category
55.69%
 

3-Year Return

JGSMX
0.14%
Category
19.34%
 

5-Year Return

JGSMX
6.00%
Category
20.72%
 

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Holdings: JGSMX

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Sector Weightings

SectorJGSMX
Technology   27.83%
Industrials   21.19%
Healthcare   18.95%
Consumer Cyclical   16.27%
Financial Services   5.50%
Consumer Defensive   4.52%
Energy   3.20%
Basic Materials   1.81%
Real Estate   0.72%
Communication Services   0.00%
Utilities   0.00%
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Recent News: JGSMX

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Research Reports: JGSMX

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