Nasdaq - Delayed Quote USD

JPMorgan Small Cap Growth R2 (JSGZX)

15.51
+0.04
+(0.26%)
At close: 8:01:25 PM EDT
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  • Previous Close 15.47
  • YTD Return -12.67%
  • Expense Ratio 1.49%
  • Category Small Growth
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 3.02B
  • Beta (5Y Monthly) 1.19
  • Yield 0.39%
  • 5y Average Return --
  • Holdings Turnover 43.00%
  • Last Dividend 0.06
  • Inception Date Jul 31, 2017

Under normal circumstances, at least 80% of the fund's assets will be invested in the securities of small capitalization companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Growth Index stocks at the time of purchase.

JPMorgan

Fund Family

Small Growth

Fund Category

3.02B

Net Assets

2017-07-31

Inception Date

More about JPMorgan Small Cap Growth R2

Performance Overview: JSGZX

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Trailing returns as of 5/19/2025. Category is Small Growth.

YTD Return

JSGZX
12.67%
Category
12.40%
 

1-Year Return

JSGZX
3.66%
Category
55.69%
 

3-Year Return

JSGZX
0.00%
Category
19.34%
 

5-Year Return

JSGZX
4.02%
Category
20.72%
 

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Holdings: JSGZX

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Sector Weightings

SectorJSGZX
Technology   26.74%
Healthcare   21.23%
Industrials   20.90%
Consumer Cyclical   15.46%
Financial Services   5.14%
Consumer Defensive   4.20%
Energy   3.27%
Basic Materials   2.21%
Real Estate   0.85%
Communication Services   0.00%
Utilities   0.00%
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Recent News: JSGZX

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Research Reports: JSGZX

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