JSEQX Mutual Fund

JSEQX Mutual Fund (JPMorgan Small Cap Equity Fund Class R4) is managed by J.P. Morgan Asset Management with $374,666.51 in net assets. JSEQX expense ratio is 0.99%, holding 127 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2016-09-09.

JSEQX performance shows a YTD return of 9.51%. The 1-year return is 6.23% and the 5-year return is 2.53%. JSEQX dividend yield stands at 16.87%, paid annually.

JSEQX top holdings include Jpmorgan Prime Money (1.8%), Casella Waste Systems, Inc., Class A (1.4%), Envista Holdings Corp Common Stock Usd (1.3%), Sm Energy Co (1.3%), Cullen/Frost Bankers, Inc. (1.3%). Go to all JSEQX holdings, JSEQX sectors, or JSEQX dividends.

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