JPMorgan Small Cap Growth FundPGSGX

MUTUAL FUNDJ.P. Morgan
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$2.2B
Expense ratio
1.24%
1-year return
+23.4%
3 years, a year
+12.8%
5 years, a year
+0.6%
12-month yield
6.58%
Holdings
131

What it aims to do.

The Fund seeks long-term capital growth primarily by investing in a portfolio of equity securities of small-capitalization and emerging growth companies.

Top 10 holdings.

Holding% of fund
JPMorgan Securities Lending Money Market Fund5.35%
Fabrinet2.41%
DOCN DigitalOcean Holdings, Inc.2.04%
NXT Nextpower, Inc.1.79%
SPXC SPX Technologies, Inc.1.70%
FCFS FirstCash Holdings, Inc.1.69%
MOD Modine Manufacturing Co.1.67%
BE Bloom Energy Corp.1.67%
VICR Vicor Corp.1.41%
VSEC VSE Corp.1.39%

More on PGSGX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.