Small Cap Opportunities TrustJADPX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$185.7M
Expense ratio
1.12%
1-year return
+24.0%
3 years, a year
+12.6%
5 years, a year
+7.7%
Holdings
1,036
What it aims to do.
To seek long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Jh Collateral | 1.63% |
| PR Permian Resources Corporation | 0.89% |
| APA APA Corporation | 0.78% |
| OVV Ovintiv Inc. | 0.71% |
| SNX TD SYNNEX Corporation | 0.69% |
| VTRS Viatris Inc. | 0.66% |
| WCC WESCO International Inc. | 0.64% |
| AA Alcoa Corporation | 0.63% |
| TOL Toll Brothers Inc. | 0.61% |
| BWA BorgWarner Inc. | 0.59% |
More on JADPX.
- JADPX overview
- JADPX holdings
- JADPX risk
- JADPX costs
- JADPX money in and out
- JADPX share classes
- Compare JADPX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.