JSERX Mutual Fund
NAV$51.70
AUM$230M
TER0.80%
Holdings111
JSERX Mutual Fund
NAV$51.70
JPMorgan Small Cap Equity Fund Class R5
AUM$230M
TER0.80%
Holdings111
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JSERX Mutual Fund Performance
JSERX performance across multiple time periods: 1-month 5.18%, YTD 13.51%, 1-year 14.24%, 3-year 7.99%, 5-year 3.20%, 10-year 9.04%.
JSERX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.
JSERX performance comparison shows side-by-side returns with another fund. JSERX alternatives are available in the Mutual Fund Screener.