JPMorgan Funds - US Small Cap Growth Fund A (acc) - USDRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 46.9 | -5.7 | -26.4 | 8.2 | 6.1 | |
+/-Cat | 23.4 | -24.6 | -13.7 | -2.3 | 2.4 | |
+/-B’mrk | - | -22.9 | -16.9 | -3.9 | 4.2 | |
Category: US Small-Cap Equity | ||||||
Category Benchmark: Morningstar US Small Extend... |
Key Stats | ||
NAV 15/07/2024 | USD 44.18 | |
Day Change | 0.59% | |
Morningstar Category™ | US Small-Cap Equity | |
ISIN | LU0210535976 | |
Fund Size (Mil) 15/07/2024 | USD 349.86 | |
Share Class Size (Mil) 15/07/2024 | USD 112.32 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 1.72% |
Investment Objective: JPMorgan Funds - US Small Cap Growth Fund A (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 31/03/2005 |
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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) - USD | 31/05/2024 |
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Top 5 Holdings | Sector | % |
Super Micro Computer Inc | Technology | 3.10 |
Applied Industrial Technologies Inc | Industrials | 1.92 |
e.l.f. Beauty Inc | Consumer Defensive | 1.63 |
AAON Inc | Industrials | 1.61 |
Casella Waste Systems Inc Class A | Industrials | 1.55 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - US Small Cap Growth Fund A (acc) - USD |