PGSGX Mutual Fund

PGSGX Mutual Fund (JPMorgan Small Cap Growth Fund Class A) is managed by J.P. Morgan Asset Management with $331.8M in net assets. PGSGX expense ratio is 1.24%, holding 131 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 1991-07-01.

PGSGX performance shows a YTD return of 20.02%. The 1-year return is 28.76% and the 5-year return is 1.08%. PGSGX dividend yield stands at 6.16%, paid annually.

PGSGX top holdings include Jpmorgan Securities Lending Money Market Fund, Class Agency Sl Shares (5.3%), Fabrinet (2.4%), Digitalocean Holdings Inc (2.0%), Nextpower Inc Class A Common Stock (1.8%), Spx Corp (1.7%). Go to all PGSGX holdings, PGSGX sectors, or PGSGX dividends.

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