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JSGZX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

JPMorgan Small Cap Growth R2 (JSGZX) Ownership - Who owns JPMorgan Small Cap Growth R2?

The investment seeks long-term capital growth primarily by investing in a portfolio of equity securities of small-capitalization and emerging growth companies... Show more

Category: #Small Growth

Profile

Category
Small Growth
Address
Jpmorgan Trust II245 Park AvenueNew York
Phone
(800) 480-4111
Web
www.jpmorganfunds.com

Details

Group
Domestic Stock Funds
Category
Small Growth
Total Expense Ratio
1.49
Min. Initial Investment
N/A
Fund Existence
about 17 years
Turnover
48.00
Front Load
N/A
Net Assets
2791156000.00
Manager Tenure
N/A

Fundamentals

JSGZX
Net Assets
2.79B
Fund Existence
about 17 years
Turnover
48.00
Total Expense Ratio
1.49
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Small Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.53
Assets in Top Ten Holdings
729M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
8.41M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.65
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
139.00
Number of Net Holdings
140.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
19.58%
Gain YTD
4.587
Annual Yield % from dividends
0.31
Returns for 1 year
-2.15
Returns for 3 years
26.37
Returns for 5 years
-27.09
Returns for 10 years
31.23
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Jpmorgan Trust II245 Park AvenueNew York
Phone
(800) 480-4111
Web
www.jpmorganfunds.com