JUSMX Mutual Fund

JUSMX Mutual Fund (JPMorgan US Small Company Fund Class R6) is managed by J.P. Morgan Asset Management with $415.7M in net assets. JUSMX expense ratio is 0.72%, holding 639 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2011-11-01.

JUSMX performance shows a YTD return of 19.45%. The 1-year return is 33.41% and the 5-year return is 8.44%. JUSMX dividend yield stands at 6.92%, paid annually.

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

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