JSEZX Mutual Fund
JSEZX Mutual Fund
JPMorgan Small Cap Equity Fund Class R2
JSEZX Mutual Fund Overview
JSEZX Mutual Fund (JPMorgan Small Cap Equity Fund Class R2) is managed by J.P. Morgan Asset Management with $3.7M in net assets. JSEZX expense ratio is 1.49%, holding 111 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2008-11-03.
JSEZX performance shows a YTD return of 13.12%. The 1-year return is 13.48% and the 5-year return is 2.59%. JSEZX dividend yield stands at 23.55%, paid annually.
JSEZX top holdings include Jpmorgan Prime Money Market Fund, Class Im (2.9%), Jpmorgan Securities Lending Money Market Fund, Class Agency Sl Shares (2.8%), Element Solutions Inc Common Stock Usd 0.01 (1.6%), Hayward Holdings, Inc. (1.6%), Modine Manufacturing Company (1.5%). View all JSEZX holdings, sector breakdown, or dividend history.
JSEZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSEZX alternatives are available via the screener, along with tax-loss harvesting opportunities.