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Nasdaq - Delayed Quote USD

JPMorgan US Small Company R3 (JUSPX)

14.52
+1.13
+(8.44%)
At close: 8:01:25 PM EDT
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  • Previous Close 13.39
  • YTD Return -10.45%
  • Expense Ratio 1.22%
  • Category Small Blend
  • Last Cap Gain 15.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 878.31M
  • Beta (5Y Monthly) 1.14
  • Yield 0.11%
  • 5y Average Return --
  • Holdings Turnover 61.00%
  • Last Dividend 0.02
  • Inception Date Nov 1, 2007

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations similar to those within the universe of the Russell 2000® Index at the time of purchase.

JPMorgan

Fund Family

Small Blend

Fund Category

878.31M

Net Assets

2007-11-01

Inception Date

More about JPMorgan US Small Company R3

Performance Overview: JUSPX

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Trailing returns as of 4/8/2025. Category is Small Blend.

YTD Return

JUSPX
10.45%
Category
20.19%
 

1-Year Return

JUSPX
9.25%
Category
60.18%
 

3-Year Return

JUSPX
0.11%
Category
11.32%
 

5-Year Return

JUSPX
14.37%
Category
13.88%
 

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Holdings: JUSPX

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Sector Weightings

SectorJUSPX
Healthcare   17.41%
Financial Services   17.35%
Industrials   15.23%
Technology   14.39%
Consumer Cyclical   9.69%
Real Estate   7.32%
Energy   4.98%
Consumer Defensive   4.85%
Basic Materials   3.93%
Utilities   2.74%
Communication Services   2.11%
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Recent News: JUSPX

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Research Reports: JUSPX

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