JSGZX Mutual Fund
JSGZX Mutual Fund
JPMorgan Small Cap Growth Fund Class R2
JSGZX Mutual Fund Overview
JSGZX Mutual Fund (JPMorgan Small Cap Growth Fund Class R2) is managed by J.P. Morgan Asset Management with $9.1M in net assets. JSGZX expense ratio is 1.49%, holding 131 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2008-11-03.
JSGZX performance shows a YTD return of 25.70%. The 1-year return is 38.67% and the 5-year return is 4.42%. JSGZX dividend yield stands at 6.27%, paid annually.
JSGZX 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 JSGZX holdings, sector breakdown, or dividend history.
JSGZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSGZX alternatives are available via the screener, along with tax-loss harvesting opportunities.