JSEQX Mutual Fund
JSEQX Mutual Fund
JPMorgan Small Cap Equity Fund Class R4
JSEQX Mutual Fund Overview
JSEQX Mutual Fund (JPMorgan Small Cap Equity Fund Class R4) is managed by J.P. Morgan Asset Management with $387,138.96 in net assets. JSEQX expense ratio is 0.99%, holding 111 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2016-09-09.
JSEQX performance shows a YTD return of 13.37%. The 1-year return is 14.02% and the 5-year return is 3.00%. JSEQX dividend yield stands at 16.30%, paid annually.
JSEQX 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 JSEQX holdings, sector breakdown, or dividend history.
JSEQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSEQX alternatives are available via the screener, along with tax-loss harvesting opportunities.