JUSMX Mutual Fund

JUSMX Mutual Fund (JPMorgan US Small Company Fund Class R6) is managed by J.P. Morgan Asset Management with $392.9M in net assets. JUSMX expense ratio is 0.72%, holding 621 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2011-11-01.

JUSMX performance shows a YTD return of 13.32%. The 1-year return is 17.45% and the 5-year return is 8.00%. JUSMX dividend yield stands at 0.41%.

JUSMX 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 JUSMX holdings, JUSMX sectors, or JUSMX dividends.

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