JPMorgan Funds - US Small Cap Growth Fund D (acc) - USDRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 45.8 | -6.5 | -27.0 | 7.4 | 5.7 |
![]() | +/-Cat | 22.3 | -25.3 | -14.2 | -3.1 | 2.0 |
![]() | +/-B’mrk | - | -23.6 | -17.5 | -4.8 | 3.8 |
Category: US Small-Cap Equity | ||||||
Category Benchmark: Morningstar US Small Extend... |
Key Stats | ||
NAV 15/07/2024 | USD 26.52 | |
Day Change | 0.58% | |
Morningstar Category™ | US Small-Cap Equity | |
ISIN | LU0117881226 | |
Fund Size (Mil) 15/07/2024 | USD 349.86 | |
Share Class Size (Mil) 15/07/2024 | USD 40.58 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 2.50% |
Investment Objective: JPMorgan Funds - US Small Cap Growth Fund D (acc) - 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 13/10/2000 |
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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 D (acc) - 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 D (acc) - USD |