JTUAX Mutual Fund
JTUAX Mutual Fund
JPMorgan US Small Company Fund Class A
JTUAX Mutual Fund Overview
JTUAX Mutual Fund (JPMorgan US Small Company Fund Class A) is managed by J.P. Morgan Asset Management with $135.3M in net assets. JTUAX expense ratio is 1.19%, holding 639 positions across sectors including Financials, Industrials, Health Care. Inception date: 2007-11-01.
JTUAX performance shows a YTD return of 16.67%. The 1-year return is 40.07% and the 5-year return is 12.59%. JTUAX dividend yield stands at 6.62%, paid annually.
JTUAX top holdings include Jpmorgan Securities Lending Money Market Fund, Class Agency Sl Shares (4.6%), Jpmorgan Prime Money Market Fund, Class Im (1.8%), Moog Inc Class A (1.0%), Modine Manufacturing Company (0.9%), Myr Group Inc/de (0.8%). View all JTUAX holdings, sector breakdown, or dividend history.
JTUAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JTUAX alternatives are available via the screener, along with tax-loss harvesting opportunities.