PGSGX Mutual Fund
PGSGX Mutual Fund
JPMorgan Small Cap Growth Fund Class A

PGSGX Mutual Fund Overview
PGSGX Mutual Fund (JPMorgan Small Cap Growth Fund Class A) is managed by J.P. Morgan Asset Management with $327.7M in net assets. PGSGX expense ratio is 1.24%, holding 132 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 1991-07-01.
PGSGX performance shows a YTD return of 18.10%. The 1-year return is 39.09% and the 5-year return is 4.53%. PGSGX dividend yield stands at 5.81%, paid annually.
PGSGX top holdings include Jpmorgan Securities Lending Money Market Fund, Class Agency Sl Shares (9.6%), Fabrinet (2.0%), Jpmorgan Prime Money Market Fund, Class Im (1.7%), Spx Corp (1.6%), Piper Sandler Companies (1.5%). View all PGSGX holdings, sector breakdown, or dividend history.
PGSGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PGSGX alternatives are available via the screener, along with tax-loss harvesting opportunities.