JPMorgan Funds - US Small Cap Growth Fund X (acc) - USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 49.3 | -4.3 | -25.2 | 9.9 | 4.5 | |
+/-Cat | 25.8 | -23.1 | -12.5 | -0.6 | 2.4 | |
+/-B’mrk | - | -21.4 | -15.8 | -2.2 | 4.7 | |
Category: US Small-Cap Equity | ||||||
Category Benchmark: Morningstar US Sml Ext NR USD |
Key Stats | ||
NAV 02/05/2024 | USD 43.03 | |
Day Change | 0.27% | |
Morningstar Category™ | US Small-Cap Equity | |
ISIN | LU0143811122 | |
Fund Size (Mil) 30/04/2024 | USD 337.84 | |
Share Class Size (Mil) 30/04/2024 | USD 0.36 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.15% |
Investment Objective: JPMorgan Funds - US Small Cap Growth Fund X (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 27/05/2008 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 2000 Growth NR USD | Morningstar US Sml Ext NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - US Small Cap Growth Fund X (acc) - USD | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Super Micro Computer Inc | Technology | 3.76 |
Applied Industrial Technologies Inc | Industrials | 1.87 |
AAON Inc | Industrials | 1.78 |
e.l.f. Beauty Inc | Consumer Defensive | 1.74 |
Simpson Manufacturing Co Inc | Basic Materials | 1.70 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - US Small Cap Growth Fund X (acc) - USD |