JGRQX Mutual Fund
JGRQX Mutual Fund
JPMorgan Small Cap Growth Fund Class R3
JGRQX Mutual Fund Overview
JGRQX Mutual Fund (JPMorgan Small Cap Growth Fund Class R3) is managed by J.P. Morgan Asset Management with $3.6M in net assets. JGRQX expense ratio is 1.24%, holding 131 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2017-07-31.
JGRQX performance shows a YTD return of 25.93%. The 1-year return is 39.12% and the 5-year return is 4.55%. JGRQX dividend yield stands at 5.82%, paid annually.
JGRQX top holdings include Jpmorgan Securities Lending Money Market Fund, Class Agency Sl Shares (5.3%), Fabrinet (2.4%), Digitalocean Holdings Inc (2.0%), Nextracker Inc Ordinary Shares - Class A (1.8%), Spx Corp (1.7%). View all JGRQX holdings, sector breakdown, or dividend history.
JGRQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JGRQX alternatives are available via the screener, along with tax-loss harvesting opportunities.