JUSYX Mutual Fund
JUSYX Mutual Fund
JPMorgan US Small Company Fund Class R5
JUSYX Mutual Fund Overview
JUSYX Mutual Fund (JPMorgan US Small Company Fund Class R5) is managed by J.P. Morgan Asset Management with $29.7M in net assets. JUSYX expense ratio is 0.81%, holding 639 positions across sectors including Financials, Industrials, Health Care. Inception date: 2016-09-09.
JUSYX performance shows a YTD return of 19.19%. The 1-year return is 40.60% and the 5-year return is 8.48%. JUSYX dividend yield stands at 6.62%, paid annually.
JUSYX 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 JUSYX holdings, sector breakdown, or dividend history.
JUSYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JUSYX alternatives are available via the screener, along with tax-loss harvesting opportunities.