JUSPX Mutual Fund

JUSPX Mutual Fund (JPMorgan US Small Company Fund Class R3) is managed by J.P. Morgan Asset Management with $44.9M in net assets. JUSPX expense ratio is 1.22%, holding 639 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2016-09-09.

JUSPX performance shows a YTD return of 19.10%. The 1-year return is 32.79% and the 5-year return is 7.90%. JUSPX dividend yield stands at 6.97%, paid annually.

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

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