- Fund Type: Open-End Fund
- Objective: Growth-Small Cap
- Asset Class: Equity
- Geographic Focus: U.S.
JPMorgan Small Cap Growth Fund
+ Add to WatchlistJSGZX:US
12.62 USD 0.02 0.16%As of 09:29:30 ET on 05/24/2013.
Snapshot for JPMorgan Small Cap Growth Fund (JSGZX)
| Year To Date: | +18.05% | 3-Month: | +9.45% | 3-Year: | +18.09% | 52-Week Range: | 9.29 - 12.79 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +6.41% | 1-Year: | +29.08% | 5-Year: | - | Beta vs RUO: | 0.99 |
Fund Profile & Information for JSGZX
JPMorgan Small Cap Growth Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term capital growth. The Fund invests mainly in equity securities of small-capitalization companies. Generally, the Fund invests in companies with market capitalizations ranging from $100 million to $3 billion at the time of investment.
| Inception Date: | 11-03-2008 | Telephone: | 1-800-480-4111 |
|---|---|---|---|
| Managers: | EYTAN SHAPIRO / CHRISTOPHER JONES | ||
| Web Site: | www.jpmorganfunds.com | ||
Fundamentals for JSGZX
| NAV | (on 2013-05-24) 12.62 |
|---|---|
| Assets (M) | (on 2013-05-24) 920.61 |
| Fund Leveraged | N |
| Minimum Investment | 0.00 |
| Minimum Subsequent Investment | 0.00 |
Dividends for JSGZX
No dividends reported
Fees & Expenses for JSGZX
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 0.65 |
| Redemption Fee | 0.00 |
| 12b1 Fee | 0.50 |
| Expense Ratio | 1.69 |
Top Fund Holdings for JSGZX
Filing Date: 03/31/2013| Name | Position | Value | % of Total |
|---|---|---|---|
| Acadia Healthcare Co Inc | 495,959 | 14,576,235 | 1.665% |
| JPMorgan Liquid Assets Money M | 14,478,158 | 14,478,158 | 1.654% |
| Conn's Inc | 396,600 | 14,237,940 | 1.627% |
| Emeritus Corp | 508,700 | 14,136,773 | 1.615% |
| Rush Enterprises Inc | 536,900 | 12,950,028 | 1.480% |
| Fortune Brands Home & Security | 345,200 | 12,920,836 | 1.476% |
| Old Dominion Freight Line Inc | 331,612 | 12,667,578 | 1.447% |
| Dril-Quip Inc | 143,800 | 12,535,046 | 1.432% |
| Trex Co Inc | 254,663 | 12,524,326 | 1.431% |
| Middleby Corp | 82,200 | 12,506,730 | 1.429% |
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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