JUSPX Mutual Fund
JUSPX Mutual Fund
JPMorgan US Small Company Fund Class R3
JUSPX Mutual Fund Overview
JUSPX Mutual Fund (JPMorgan US Small Company Fund Class R3) is managed by J.P. Morgan Asset Management with $45.5M in net assets. JUSPX expense ratio is 1.22%, holding 639 positions across sectors including Financials, Industrials, Health Care. Inception date: 2016-09-09.
JUSPX performance shows a YTD return of 18.89%. The 1-year return is 40.00% and the 5-year return is 12.60%. JUSPX dividend yield stands at 6.71%, paid annually.
JUSPX 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 JUSPX holdings, sector breakdown, or dividend history.
JUSPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JUSPX alternatives are available via the screener, along with tax-loss harvesting opportunities.