JTUAX Mutual Fund

JTUAX Mutual Fund (JPMorgan US Small Company Fund Class A) is managed by J.P. Morgan Asset Management with $123.3M in net assets. JTUAX expense ratio is 1.19%, holding 621 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2007-11-01.

JTUAX performance shows a YTD return of 12.95%. The 1-year return is 16.88% and the 5-year return is 7.49%. JTUAX dividend yield stands at 0.02%.

JTUAX top holdings include Jpmorgan Prime Money (2.7%), Moog Inccommon Stock (1.0%), New Jersey Res (0.7%), Myrgroupinc. (0.6%), Banc Of California Inc (0.6%). Go to all JTUAX holdings, JTUAX sectors, or JTUAX dividends.

JTUAX can be compared against other funds. Use JTUAX overlap to find shared positions, or JTUAX vs another fund for a side-by-side view. JTUAX alternatives are available via the screener, along with tax-loss harvesting opportunities.