JPMorgan Funds - US Small Cap Growth Fund A (dist) - GBPRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 46.6 | -5.7 | -26.9 | 8.7 | 9.5 | |
+/-Cat | 23.1 | -24.5 | -14.2 | -1.8 | 5.7 | |
+/-B’mrk | - | -22.8 | -17.4 | -3.5 | 7.7 | |
Category: US Small-Cap Equity | ||||||
Category Benchmark: Morningstar US Sml Ext NR USD |
Key Stats | ||
NAV 28/03/2024 | GBP 36.31 | |
Day Change | 1.45% | |
Morningstar Category™ | US Small-Cap Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU0119093705 | |
Fund Size (Mil) 28/03/2024 | USD 369.10 | |
Share Class Size (Mil) 28/03/2024 | GBP 0.41 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 06/12/2023 | 1.80% |
Investment Objective: JPMorgan Funds - US Small Cap Growth Fund A (dist) - GBP |
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 Sml Ext NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - US Small Cap Growth Fund A (dist) - GBP | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Super Micro Computer Inc | Technology | 3.23 |
e.l.f. Beauty Inc | Consumer Defensive | 1.87 |
Applied Industrial Technologies Inc | Industrials | 1.85 |
Simpson Manufacturing Co Inc | Basic Materials | 1.79 |
Comfort Systems USA Inc | Industrials | 1.72 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - US Small Cap Growth Fund A (dist) - GBP |