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PSOAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan Small Cap Value A (PSOAX) Ownership - Who owns JPMorgan Small Cap Value A?

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

Category: #Small Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

PSOAX

Net Assets

1.24B

Fund Existence

over 30 years

Turnover

61.00

Total Expense Ratio

1.19

Front Load

5.25%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.28

Assets in Top Ten Holdings

129M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

123M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

N/A

No Load Fund

Number of Long Holdings

425.00

Number of Net Holdings

425.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

11.74%

Gain YTD

4.687

Annual Yield % from dividends

0.84

Returns for 1 year

-1.90

Returns for 3 years

4.63

Returns for 5 years

32.42

Returns for 10 years

12.18

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Category SmallValue

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Fundamentals

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