JSGZX Mutual Fund

JSGZX Mutual Fund (JPMorgan Small Cap Growth Fund Class R2) is managed by J.P. Morgan Asset Management with $9.6M in net assets. JSGZX expense ratio is 1.49%, holding 131 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2008-11-03.

JSGZX performance shows a YTD return of 19.88%. The 1-year return is 28.41% and the 5-year return is 0.83%. JSGZX dividend yield stands at 6.65%, paid annually.

JSGZX top holdings include Jpmorgan Securities Lending Money Market Fund, Class Agency Sl Shares (5.3%), Fabrinet (2.4%), Digitalocean Holdings Inc (2.0%), Nextpower Inc Class A Common Stock (1.8%), Spx Corp (1.7%). Go to all JSGZX holdings, JSGZX sectors, or JSGZX dividends.

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