JGSMX Mutual Fund
JGSMX Mutual Fund
JPMorgan Small Cap Growth Fund Class R6

JGSMX Mutual Fund Overview
JGSMX Mutual Fund (JPMorgan Small Cap Growth Fund Class R6) is managed by J.P. Morgan Asset Management with $1.22B in net assets. JGSMX expense ratio is 0.74%, holding 132 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2010-11-30.
JGSMX performance shows a YTD return of 26.20%. The 1-year return is 39.77% and the 5-year return is 4.59%. JGSMX dividend yield stands at 4.80%, paid annually.
JGSMX top holdings include Jpmorgan Securities Lending Money Market Fund, Class Agency Sl Shares (9.6%), Fabrinet (2.0%), Jpmorgan Prime Money Market Fund, Class Im (1.7%), Spx Corp (1.6%), Piper Sandler Companies (1.5%). View all JGSMX holdings, sector breakdown, or dividend history.
JGSMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JGSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.