Nasdaq - Delayed Quote • USD
JPMorgan US Small Company R3 (JUSPX)
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17.04 - YTD Return 9.74%
- 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) 1.00
- Yield 0.17%
- 5y Average Return --
- Holdings Turnover 83.00%
- Last Dividend 0.03
- 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: JUSPX
Trailing returns as of 4/26/2024. Category is Small Blend.
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Holdings: JUSPX
Top 10 Holdings (11.32% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorJUSPX
Technology 16.97%
Industrials 16.04%
Healthcare 15.25%
Financial Services 14.59%
Consumer Cyclical 10.29%
Energy 6.45%
Real Estate 6.13%
Consumer Defensive 5.04%
Basic Materials 4.70%
Utilities 2.53%
Communication Services 2.01%
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