JPMorgan Funds - US Small Cap Growth Fund C (acc) - EURRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 47.8 | -4.4 | -26.1 | 9.1 | 4.3 | |
+/-Cat | 24.3 | -23.3 | -13.3 | -1.4 | 2.2 | |
+/-B’mrk | - | -21.6 | -16.6 | -3.0 | 4.6 | |
Category: US Small-Cap Equity | ||||||
Category Benchmark: Morningstar US Sml Ext NR USD |
Key Stats | ||
NAV 02/05/2024 | EUR 204.45 | |
Day Change | 0.28% | |
Morningstar Category™ | US Small-Cap Equity | |
ISIN | LU0828466978 | |
Fund Size (Mil) 02/05/2024 | USD 331.02 | |
Share Class Size (Mil) 02/05/2024 | EUR 40.58 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 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 | |||||||||||||
|
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 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 2000 Growth NR USD | Morningstar US Sml Ext NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for JPMorgan Funds - US Small Cap Growth Fund C (acc) - EUR | 31/03/2024 |
|
|
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 C (acc) - EUR |