JSCHX Mutual Fund

JSCHX Mutual Fund (JPMorgan Small Cap Blend Fund Class R6) is managed by J.P. Morgan Asset Management with $729.6M in net assets. JSCHX expense ratio is 0.74%, holding 238 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2018-07-02.

JSCHX performance shows a YTD return of 19.94%. The 1-year return is 28.20% and the 5-year return is 6.08%. JSCHX dividend yield stands at 4.07%, paid annually.

JSCHX top holdings include Jpmorgan Prime Money Market Fund, Class Im (1.6%), Applied Industrial Technologies Inc (1.0%), Insight Enterprises Inc (1.0%), Old National Bancorp/In Common Stock (1.0%), Moog Inccommon Stock (1.0%). Go to all JSCHX holdings, JSCHX sectors, or JSCHX dividends.

JSCHX can be compared against other funds. Use JSCHX overlap to find shared positions, or JSCHX vs another fund for a side-by-side view. JSCHX alternatives are available via the screener, along with tax-loss harvesting opportunities.