JUSQX Mutual Fund

JUSQX Mutual Fund (JPMorgan US Small Company Fund Class R4) is managed by J.P. Morgan Asset Management with $7.7M in net assets. JUSQX expense ratio is 0.97%, holding 639 positions across sectors including Financials, Industrials, Health Care. Inception date: 2016-09-09.

JUSQX performance shows a YTD return of 19.32%. The 1-year return is 33.13% and the 5-year return is 8.17%. JUSQX dividend yield stands at 6.80%, paid annually.

JUSQX top holdings include Jpmorgan Securities Lending Money Market Fund, Class Agency Sl Shares (4.6%), Jpmorgan Prime Money Market Fund, Class Im (1.8%), Moog Inccommon Stock (1.0%), Modine Manufacturing Company (0.9%), Myr Group Inc/de (0.8%). Go to all JUSQX holdings, JUSQX sectors, or JUSQX dividends.

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