JSEQX Mutual Fund

JSEQX Mutual Fund (JPMorgan Small Cap Equity Fund Class R4) is managed by J.P. Morgan Asset Management with $407,304.76 in net assets. JSEQX expense ratio is 0.99%, holding 111 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2016-09-09.

JSEQX performance shows a YTD return of 9.82%. The 1-year return is 9.22% and the 5-year return is 2.09%. JSEQX dividend yield stands at 16.82%, paid annually.

JSEQX top holdings include Jpmorgan Prime Money Market Fund, Class Im (2.9%), Jpmorgan Securities Lending Money Market Fund, Class Agency Sl Shares (2.8%), Element Solutions Inc (1.6%), Hayward Acquisition Inc (1.6%), Modine Manufacturing Company (1.5%). 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.