Nasdaq - Delayed Quote USD

JPMorgan US Small Company I (JSCSX)

18.10 +0.14 (+0.78%)
At close: April 26 at 8:01 PM EDT
Key Events
Loading Chart for JSCSX
DELL
  • Previous Close 17.96
  • YTD Return 9.83%
  • Expense Ratio 1.69%
  • Category Small Blend
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.01B
  • Beta (5Y Monthly) 1.01
  • Yield 0.36%
  • 5y Average Return --
  • Holdings Turnover 83.00%
  • Last Dividend 0.07
  • Inception Date Nov 1, 2007

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations similar to those within the universe of the Russell 2000® Index at the time of purchase.

JPMorgan

Fund Family

Small Blend

Fund Category

1.01B

Net Assets

2007-11-01

Inception Date

Performance Overview: JSCSX

Trailing returns as of 4/26/2024. Category is Small Blend.

YTD Return

JSCSX
9.83%
Category
20.19%
 

1-Year Return

JSCSX
22.60%
Category
60.18%
 

3-Year Return

JSCSX
3.53%
Category
11.32%
 

5-Year Return

JSCSX
10.42%
Category
13.88%
 

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Holdings: JSCSX

Top 10 Holdings (11.32% of Total Assets)

SymbolCompany% Assets
JINXX
JPMorgan Trust I - JPMorgan Prime Money Market Fund 2.64%
SMCI
Super Micro Computer, Inc. 1.75%
FIX
Comfort Systems USA, Inc. 1.21%
VKTX
Viking Therapeutics, Inc. 0.92%
MSTR
MicroStrategy Incorporated 0.91%
ELF
e.l.f. Beauty, Inc. 0.84%
ATKR
Atkore Inc. 0.83%
MYRG
MYR Group Inc. 0.74%
MLI
Mueller Industries, Inc. 0.74%
GFF
Griffon Corporation 0.73%

Sector Weightings

SectorJSCSX
Technology   16.97%
Industrials   16.04%
Healthcare   15.25%
Energy   6.45%
Real Estate   6.13%
Utilities   2.53%

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