JISGX Mutual Fund

JISGX Mutual Fund (JPMorgan Small Cap Growth Fund Class L) is managed by J.P. Morgan Asset Management with $229.8M in net assets. JISGX expense ratio is 0.84%, holding 131 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2005-02-18.

JISGX performance shows a YTD return of 20.31%. The 1-year return is 29.27% and the 5-year return is 1.49%. JISGX dividend yield stands at 5.05%, paid annually.

JISGX 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 JISGX holdings, JISGX sectors, or JISGX dividends.

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