Jpmorgan Small Cap Fund Quote
| VSEAX Fund | USD 39.23 0.31 0.80% |
PerformanceVery Weak
| Odds Of DistressLow
|
Jpmorgan Small is trading at 39.23 as of the 19th of March 2025; that is 0.80% up since the beginning of the trading day. The fund's open price was 38.92. Jpmorgan Small has about a 21 % 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 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of small cap 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 Index at the time of purchase.. More on Jpmorgan Small Cap
Moving together with Jpmorgan Mutual Fund
| 0.61 | SRJIX | Jpmorgan Smartretirement | PairCorr |
| 0.62 | SRJQX | Jpmorgan Smartretirement | PairCorr |
| 0.63 | SRJPX | Jpmorgan Smartretirement | PairCorr |
| 0.62 | SRJSX | Jpmorgan Smartretirement | PairCorr |
| 0.61 | SRJYX | Jpmorgan Smartretirement | PairCorr |
| 0.64 | SRJZX | Jpmorgan Smartretirement | PairCorr |
Moving against Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Funds, Small Blend Funds, Small Blend, JPMorgan (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Jpmorgan Small Cap [VSEAX] is traded in USA and was established 19th of March 2025. Jpmorgan Small is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Small Blend category and is part of JPMorgan family. This fund at this time has accumulated 5.81 B in net assets with no minimum investment requirementsJpmorgan Small Cap is currently producing year-to-date (YTD) return of 2.29% with the current yeild of 0.0%, while the total return for the last 3 years was 3.01%.
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
| KWR | Quaker Chemical | Stock | Materials | |
| EGP | EastGroup Properties | Stock | Real Estate | |
| SPB | Spectrum Brands Holdings | Stock | Consumer Staples | |
| FHN | First Horizon National | Stock | Financials | |
| EHC | Encompass Health Corp | Stock | Health Care | |
| KNSL | Kinsale Capital Group | Stock | Financials | |
| POOL | Pool Corporation | Stock | Consumer Discretionary | |
| TTC | Toro Co | Stock | Industrials |
Jpmorgan Small Cap Risk Profiles
| Mean Deviation | 0.9768 | |||
| Standard Deviation | 1.69 | |||
| Variance | 2.87 | |||
| Risk Adjusted Performance | (0.17) |
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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