Nasdaq - Delayed Quote USD

JPMorgan US Small Company R6 (JUSMX)

16.81
+0.55
+(3.38%)
At close: 8:01:25 PM EDT
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  • Previous Close 16.26
  • YTD Return -12.72%
  • Expense Ratio 0.72%
  • Category Small Blend
  • Last Cap Gain 15.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 842.73M
  • Beta (5Y Monthly) 1.17
  • Yield 0.60%
  • 5y Average Return --
  • Holdings Turnover 61.00%
  • Last Dividend 0.10
  • Inception Date Nov 4, 1993

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations similar to those within the universe of the Russell 2000® Index at the time of purchase.

JPMorgan

Fund Family

Small Blend

Fund Category

842.73M

Net Assets

1993-11-04

Inception Date

Performance Overview: JUSMX

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Trailing returns as of 5/8/2025. Category is Small Blend.

YTD Return

JUSMX
12.72%
Category
20.19%
 

1-Year Return

JUSMX
4.95%
Category
60.18%
 

3-Year Return

JUSMX
2.85%
Category
11.32%
 

5-Year Return

JUSMX
11.34%
Category
13.88%
 

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Holdings: JUSMX

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Sector Weightings

SectorJUSMX
Healthcare   16.68%
Industrials   15.45%
Technology   14.64%
Real Estate   7.66%
Energy   5.24%
Utilities   2.89%

Recent News: JUSMX

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Research Reports: JUSMX

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