JTUAX Mutual Fund

JTUAX Mutual Fund (JPMorgan US Small Company Fund Class A) is managed by J.P. Morgan Asset Management with $133.3M in net assets. JTUAX expense ratio is 1.19%, holding 639 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2007-11-01.

JTUAX performance shows a YTD return of 19.13%. The 1-year return is 32.80% and the 5-year return is 7.93%. JTUAX dividend yield stands at 6.88%, paid annually.

JTUAX top holdings include JPMorgan Prime Money Market Fund, Class IM (2.4%), Moog Inc (1.1%), New Jersey Resources Corp (0.8%), Myr Group Inc (0.7%), Banc Of California Inc (0.6%). Go to all JTUAX holdings, JTUAX sectors, or JTUAX dividends.

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