JPMorgan Small Cap Growth Fund Class R2
JSGZX
NASDAQ
| Weiss Ratings | JSGZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | JSGZX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Eytan M. Shapiro (21), Phillip D. Hart (2), Michael Stein (2) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JSGZX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan Small Cap Growth Fund Class R2 | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Nov 03, 2008 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JSGZX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | JSGZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.35% | |||
| Asset Allocation | JSGZX-NASDAQ | Click to Compare |
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| Cash | 2.11% | |||
| Stock | 97.89% | |||
| U.S. Stock | 95.51% | |||
| Non-U.S. Stock | 2.38% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | JSGZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.61% | |||
| 30-Day Total Return | -1.97% | |||
| 60-Day Total Return | -4.21% | |||
| 90-Day Total Return | -0.78% | |||
| Year to Date Total Return | 0.42% | |||
| 1-Year Total Return | 26.97% | |||
| 2-Year Total Return | 10.02% | |||
| 3-Year Total Return | 29.26% | |||
| 5-Year Total Return | -14.81% | |||
| Price | JSGZX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | JSGZX-NASDAQ | Click to Compare |
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| Nav | $16.37 | |||
| 1-Month Low NAV | $15.35 | |||
| 1-Month High NAV | $16.82 | |||
| 52-Week Low NAV | $12.69 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.39 | |||
| 52-Week High Price (Date) | Oct 27, 2025 | |||
| Beta / Standard Deviation | JSGZX-NASDAQ | Click to Compare |
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| Beta | 1.50 | |||
| Standard Deviation | 20.48 | |||
| Balance Sheet | JSGZX-NASDAQ | Click to Compare |
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| Total Assets | 2.18B | |||
| Operating Ratios | JSGZX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.49% | |||
| Turnover Ratio | 48.00% | |||
| Performance | JSGZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.37% | |||
| Last Bear Market Total Return | -21.98% | |||