JGSVX Mutual Fund
JGSVX Mutual Fund
JPMorgan Small Cap Growth Fund Class R5
JGSVX Mutual Fund Overview
JGSVX Mutual Fund (JPMorgan Small Cap Growth Fund Class R5) is managed by J.P. Morgan Asset Management with $5.5M in net assets. JGSVX expense ratio is 0.84%, holding 131 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2016-09-09.
JGSVX performance shows a YTD return of 26.15%. The 1-year return is 39.65% and the 5-year return is 4.52%. JGSVX dividend yield stands at 4.81%, paid annually.
JGSVX 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 JGSVX holdings, sector breakdown, or dividend history.
JGSVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JGSVX alternatives are available via the screener, along with tax-loss harvesting opportunities.