JTUAX : JPMorgan U.S. Small Company Fund Class A

JTUAX is a US Stocks Market Small Blend with HIGH fees.

JTUAX

JPMorgan U.S. Small Company Fund Class A

FI Score

46 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

46% FI Score
  • jtuax
  • Mutual Fund
  • US Stocks
  • Small Blend

JPMorgan U.S. Small Company Fund Class A

Expenses: 1.22% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why »

Fund Summary

The investment seeks to provide high total return from a portfolio of small company stocks. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations similar to those within the universe of the Russell 2000® Index at the time of purchase.

Largest Holdings

Amount Holding
1.32% Magellan Health Inc
1.14% EMCOR Group Inc
1.08% Trustmark Corp
1.05% TRI Pointe Group Inc
1.02% Rambus Inc
0.95% Allscripts Healthcare Solutions Inc
0.94% Westamerica Bancorp
0.93% Avaya Holdings Corp
0.92% Washington Federal Inc
0.89% Perficient Inc
0.80% Huron Consulting Group Inc
0.79% Integer Holdings Corp
0.78% TiVo Corp
0.78% Wabash National Corp
0.76% Darling Ingredients Inc
0.71% Barrett Business Services Inc
0.71% Varex Imaging Corp
0.68% ScanSource Inc
0.68% Reata Pharmaceuticals Inc A
0.67% Unisys Corp
0.67% KB Home
0.63% American States Water Co
0.62% Triple-S Management Corp B
0.62% CommVault Systems Inc
0.61% ACADIA Pharmaceuticals Inc

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