JSEZX Mutual Fund

JSEZX Mutual Fund (JPMorgan Small Cap Equity Fund Class R2) is managed by J.P. Morgan Asset Management with $3.5M in net assets. JSEZX expense ratio is 1.49%, holding 127 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2008-11-03.

JSEZX performance shows a YTD return of 9.17%. The 1-year return is 5.72% and the 5-year return is 2.02%. JSEZX dividend yield stands at 24.40%, paid annually.

JSEZX 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 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.