PGSGX Mutual Fund

PGSGX Mutual Fund (JPMorgan Small Cap Growth Fund Class A) is managed by J.P. Morgan Asset Management with $309.9M in net assets. PGSGX expense ratio is 1.24%, holding 131 positions across sectors including Information Technology, Industrials, 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 Jfrog Ltd. (1.6%), Casella Waste Systems, Inc., Class A (1.4%), Federal Signal Corp (1.4%), Chefs' Warehouse, Inc. (1.3%), Stonex Group Inc - Common (1.3%). 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.