JUSQX Mutual Fund

JUSQX Mutual Fund (JPMorgan US Small Company Fund Class R4) is managed by J.P. Morgan Asset Management with $7.5M in net assets. JUSQX expense ratio is 0.97%, holding 639 positions across sectors including Financials, Health Care, Information Technology. 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 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 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.