JSEZX Mutual Fund

JSEZX Mutual Fund (JPMorgan Small Cap Equity Fund Class R2) is managed by J.P. Morgan Asset Management with $3.7M in net assets. JSEZX expense ratio is 1.49%, holding 111 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2008-11-03.

JSEZX performance shows a YTD return of 9.53%. The 1-year return is 8.69% and the 5-year return is 2.24%. JSEZX dividend yield stands at 24.32%, paid annually.

JSEZX top holdings include Jpmorgan Prime Money Market Fund, Class Im (2.2%), Msa Safety Inc (1.4%), Envista Holdings Corp Common Stock Usd (1.4%), Cullen/Frost Bankers, Inc. (1.4%), Novanta Inc. Common Stock (1.4%). Go to all JSEZX holdings, JSEZX sectors, or JSEZX dividends.

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