JGSVX Mutual Fund

JGSVX Mutual Fund (JPMorgan Small Cap Growth Fund Class R5) is managed by J.P. Morgan Asset Management with $5.8M 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 20.34%. The 1-year return is 29.25% and the 5-year return is 1.49%. JGSVX dividend yield stands at 5.10%, 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%), Nextpower Inc Class A Common Stock (1.8%), Spx Corp (1.7%). Go to all JGSVX holdings, JGSVX sectors, or JGSVX dividends.

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