JGLYX Mutual Fund
JGLYX Mutual Fund
JPMorgan Small Cap Growth Fund Class R4

JGLYX Mutual Fund Overview
JGLYX Mutual Fund (JPMorgan Small Cap Growth Fund Class R4) is managed by J.P. Morgan Asset Management with $2.5M in net assets. JGLYX expense ratio is 0.99%, holding 132 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2017-07-31.
JGLYX performance shows a YTD return of 26.02%. The 1-year return is 39.42% and the 5-year return is 4.77%. JGLYX dividend yield stands at 5.84%, paid annually.
JGLYX 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 JGLYX holdings, sector breakdown, or dividend history.
JGLYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JGLYX alternatives are available via the screener, along with tax-loss harvesting opportunities.