JGSMX Mutual Fund

JGSMX Mutual Fund (JPMorgan Small Cap Growth Fund Class R6) is managed by J.P. Morgan Asset Management with $1.19B in net assets. JGSMX expense ratio is 0.74%, holding 131 positions across sectors including Industrials, Information Technology, 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 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 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.