JGRQX Mutual Fund

JGRQX Mutual Fund (JPMorgan Small Cap Growth Fund Class R3) is managed by J.P. Morgan Asset Management with $3.8M 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 20.08%. The 1-year return is 28.77% and the 5-year return is 1.08%. JGRQX dividend yield stands at 6.18%, 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%), Nextpower Inc Class A Common Stock (1.8%), Spx Corp (1.7%). Go to all JGRQX holdings, JGRQX sectors, or JGRQX dividends.

JGRQX can be compared against other funds. Use JGRQX overlap to find shared positions, or JGRQX vs another fund for a side-by-side view. JGRQX alternatives are available via the screener, along with tax-loss harvesting opportunities.