JUSYX Mutual Fund

JUSYX Mutual Fund (JPMorgan US Small Company Fund Class R5) is managed by J.P. Morgan Asset Management with $29.4M in net assets. JUSYX expense ratio is 0.81%, holding 639 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2016-09-09.

JUSYX performance shows a YTD return of 19.40%. The 1-year return is 33.33% and the 5-year return is 8.34%. JUSYX dividend yield stands at 6.88%, paid annually.

JUSYX 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 JUSYX holdings, JUSYX sectors, or JUSYX dividends.

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