JPMorgan Funds - US Small Cap Growth Fund C (acc) - EURRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 47.8 | -4.4 | -26.1 | 9.1 | 8.9 |
![]() | +/-Cat | 24.3 | -23.3 | -13.3 | -1.4 | -0.5 |
![]() | +/-B’mrk | - | -21.6 | -16.6 | -3.0 | 0.7 |
Category: US Small-Cap Equity | ||||||
Category Benchmark: Morningstar US Small Extend... |
Key Stats | ||
NAV 14/08/2024 | EUR 205.02 | |
Day Change | 0.04% | |
Morningstar Category™ | US Small-Cap Equity | |
ISIN | LU0828466978 | |
Fund Size (Mil) 14/08/2024 | USD 316.88 | |
Share Class Size (Mil) 14/08/2024 | EUR 40.48 | |
Max Initial Charge | - | |
Ongoing Charge 18/07/2024 | 0.85% |
Investment Objective: JPMorgan Funds - US Small Cap Growth Fund C (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 01/10/2013 |
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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 C (acc) - EUR | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.36 |
![]() | ![]() | 1.90 |
![]() | ![]() | 1.85 |
![]() | ![]() | 1.52 |
![]() | ![]() | 1.52 |
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JPMorgan Funds - US Small Cap Growth Fund C (acc) - EUR |