Nasdaq - Delayed Quote USD

JPMorgan Small Cap Growth R2 (JSGZX)

16.48 +0.16 (+0.98%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 16.32
  • YTD Return 10.46%
  • Expense Ratio 1.49%
  • Category Small Growth
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 3.64B
  • Beta (5Y Monthly) 1.14
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 43.00%
  • Last Dividend 0.44
  • Inception Date Feb 18, 2005

Under normal circumstances, at least 80% of the fund's assets will be invested in the securities of small capitalization companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000? Growth Index stocks at the time of purchase.

JPMorgan

Fund Family

Small Growth

Fund Category

3.64B

Net Assets

2005-02-18

Inception Date

Performance Overview: JSGZX

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Trailing returns as of 10/31/2024. Category is Small Growth.

YTD Return

JSGZX
10.46%
Category
12.40%
?

1-Year Return

JSGZX
22.26%
Category
55.69%
?

3-Year Return

JSGZX
5.78%
Category
19.34%
?

5-Year Return

JSGZX
7.24%
Category
20.72%
?

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Holdings: JSGZX

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Top 10 Holdings (15.29% of Total Assets)

SymbolCompany% Assets
HALO
HALO 1.86%
AIT
AIT 1.76%
FTAI
FTAI 1.69%
CWST
CWST 1.60%
WHD
WHD 1.48%
EVH
EVH 1.45%
INSM
INSM 1.41%
AAON
AAON 1.39%
VRRM
VRRM 1.33%
PCVX
PCVX 1.32%

Sector Weightings

Recent News: JSGZX

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Research Reports: JSGZX

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