JUSMX Mutual Fund
JUSMX Mutual Fund
JPMorgan US Small Company Fund Class R6
JUSMX Mutual Fund Overview
JUSMX Mutual Fund (JPMorgan US Small Company Fund Class R6) is managed by J.P. Morgan Asset Management with $368.8M in net assets. JUSMX expense ratio is 0.72%, holding 639 positions across sectors including Financials, Industrials, Health Care. Inception date: 2011-11-01.
JUSMX performance shows a YTD return of 16.97%. The 1-year return is 40.70% and the 5-year return is 8.59%. JUSMX dividend yield stands at 6.66%, paid annually.
JUSMX 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 JUSMX holdings, sector breakdown, or dividend history.
JUSMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JUSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.