OGGFX : JPMorgan Small Cap Growth Fund Class I

OGGFX is a US Stocks Market Small Growth with MODERATE fees.

OGGFX

JPMorgan Small Cap Growth Fund Class I

FI Score

58 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

58% FI Score
  • oggfx
  • Mutual Fund
  • US Stocks
  • Small Growth

JPMorgan Small Cap Growth Fund Class I

Expenses: 0.99% (Better than 1% of similar funds)

This is an OK choice for a Small Growth US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital growth primarily by investing in a portfolio of equity securities of small-capitalization and emerging growth companies. Under normal circumstances, at least 80% of the fund's assets will be invested in the securities of small capitalization companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Growth Index stocks and/or with market capitalizations of less than $4 billion at the time of purchase.

Largest Holdings

Amount Holding
2.33% Teladoc Health Inc
1.85% Inphi Corp
1.82% Trex Co Inc
1.79% Advanced Drainage Systems Inc
1.79% Generac Holdings Inc
1.75% Amedisys Inc
1.63% Nevro Corp
1.61% MSA Safety Inc
1.57% iRhythm Technologies Inc
1.50% Mantech International Corp Class A
1.48% National Vision Holdings Inc
1.43% Freshpet Inc
1.42% MKS Instruments Inc
1.41% Halozyme Therapeutics Inc
1.40% Entegris Inc
1.37% Enphase Energy Inc
1.35% Envestnet Inc
1.35% Natera Inc
1.32% Horizon Therapeutics PLC
1.31% Simpson Manufacturing Co Inc
1.24% John Bean Technologies Corp
1.21% Lithia Motors Inc Class A
1.21% Saia Inc
1.21% SiteOne Landscape Supply Inc
1.20% New York Times Co Class A

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