JGSMX Mutual Fund

JGSMX Mutual Fund (JPMorgan Small Cap Growth Fund Class R6) is managed by J.P. Morgan Asset Management with $1.11B in net assets. JGSMX expense ratio is 0.74%, holding 131 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2010-11-30.

JGSMX performance shows a YTD return of 20.42%. The 1-year return is 29.41% and the 5-year return is 1.59%. JGSMX dividend yield stands at 5.09%, paid annually.

JGSMX top holdings include Jfrog Ltd. (1.6%), Casella Waste Systems, Inc., Class A (1.4%), Federal Signal Corp (1.4%), Chefs' Warehouse, Inc. (1.3%), Stonex Group Inc - Common (1.3%). Go to all JGSMX holdings, JGSMX sectors, or JGSMX dividends.

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