JUSQX Mutual Fund
JUSQX Mutual Fund
JPMorgan US Small Company Fund Class R4
JUSQX Mutual Fund Overview
JUSQX Mutual Fund (JPMorgan US Small Company Fund Class R4) is managed by J.P. Morgan Asset Management with $7.5M in net assets. JUSQX expense ratio is 0.97%, holding 639 positions across sectors including Financials, Industrials, Health Care. Inception date: 2016-09-09.
JUSQX performance shows a YTD return of 16.82%. The 1-year return is 40.35% and the 5-year return is 12.75%. JUSQX dividend yield stands at 6.55%, paid annually.
JUSQX 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 JUSQX holdings, sector breakdown, or dividend history.
JUSQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JUSQX alternatives are available via the screener, along with tax-loss harvesting opportunities.