JPMorgan Funds - US Small Cap Growth Fund A (acc) - EURRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 46.4 | -5.3 | -26.7 | 8.1 | 6.5 |
![]() | +/-Cat | 22.9 | -24.1 | -14.0 | -2.4 | 2.8 |
![]() | +/-B’mrk | - | -22.4 | -17.2 | -4.0 | 4.6 |
Category: US Small-Cap Equity | ||||||
Category Benchmark: Morningstar US Small Extend... |
Key Stats | ||
NAV 15/07/2024 | EUR 256.71 | |
Day Change | 0.48% | |
Morningstar Category™ | US Small-Cap Equity | |
ISIN | LU0401357743 | |
Fund Size (Mil) 15/07/2024 | USD 349.86 | |
Share Class Size (Mil) 15/07/2024 | EUR 34.45 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 1.74% |
Investment Objective: JPMorgan Funds - US Small Cap Growth Fund A (acc) - EUR |
To provide long-term capital growth by investing primarily in a growth style biased portfolio of small capitalisation US companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Eytan Shapiro 01/06/2003 | ||
Michael Stein 04/12/2023 | ||
Click here to see others | ||
Inception Date 09/05/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 2000 Growth NR USD | Morningstar US Small Extended NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - US Small Cap Growth Fund A (acc) - EUR | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.10 |
![]() | ![]() | 1.92 |
![]() | ![]() | 1.63 |
![]() | ![]() | 1.61 |
![]() | ![]() | 1.55 |
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JPMorgan Funds - US Small Cap Growth Fund A (acc) - EUR |