JPMorgan Funds - US Small Cap Growth Fund C (dist) - USDRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 48.3 | -4.9 | -25.8 | 9.2 | 6.6 |
![]() | +/-Cat | 24.7 | -23.8 | -13.0 | -1.3 | 2.9 |
![]() | +/-B’mrk | - | -22.1 | -16.3 | -3.0 | 4.7 |
Category: US Small-Cap Equity | ||||||
Category Benchmark: Morningstar US Small Extend... |
Key Stats | ||
NAV 15/07/2024 | USD 234.10 | |
Day Change | 0.59% | |
Morningstar Category™ | US Small-Cap Equity | |
ISIN | LU0822049382 | |
Fund Size (Mil) 15/07/2024 | USD 349.86 | |
Share Class Size (Mil) 15/07/2024 | USD 1.66 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.85% |
Investment Objective: JPMorgan Funds - US Small Cap Growth Fund C (dist) - USD |
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 07/11/2014 |
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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 (dist) - USD | 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 C (dist) - USD |