Jpmorgan Small Cap Fund Quote
| JSGZX Fund | USD 15.57 0.13 0.83% |
PerformanceVery Weak
| Odds Of DistressLow
|
Jpmorgan Small is trading at 15.57 as of the 4th of March 2025; that is 0.83% down since the beginning of the trading day. The fund's open price was 15.7. Jpmorgan Small has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 2nd of February 2025 and ending today, the 4th of March 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds 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 at the time of purchase.. More on Jpmorgan Small Cap
Moving together with Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Funds, Small Growth Funds, Small Growth, JPMorgan (View all Sectors) |
| Update Date | 31st of March 2025 |
Jpmorgan Small Cap [JSGZX] is traded in USA and was established 4th of March 2025. Jpmorgan Small is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Small Growth category and is part of JPMorgan family. This fund currently has accumulated 2.62 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Small Cap is currently producing year-to-date (YTD) return of 4.83% with the current yeild of 0.0%, while the total return for the last 3 years was -0.61%.
Check Jpmorgan Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jpmorgan Small Cap Mutual Fund Constituents
| MPWR | Monolithic Power Systems | Stock | Information Technology | |
| TDOC | Teladoc | Stock | Health Care | |
| NTNX | Nutanix | Stock | Information Technology | |
| POOL | Pool Corporation | Stock | Consumer Discretionary | |
| BFAM | Bright Horizons Family | Stock | Consumer Discretionary | |
| WMS | Advanced Drainage Systems | Stock | Industrials | |
| TTD | Trade Desk | Stock | Information Technology | |
| ITRI | Itron Inc | Stock | Information Technology |
Jpmorgan Small Cap Risk Profiles
| Mean Deviation | 0.9522 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.52 | |||
| Risk Adjusted Performance | (0.10) |
Jpmorgan Small Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Small financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Small security.
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