JPMorgan Funds - US Small Cap Growth Fund A (acc) - USD
Equity fund
1 year
USA
Largest region
High
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Fondet søker langsiktig kapitalvekst via investeringer i mindre nordamerikanske selskaper som er notert eller handles på Nasdaq. Fondet vil investere minst to tredjedeler av kapitalen i selskaper med en total markedsverdi som på kjøpstaden er mindre enn den gjennomsnittlige markedsverdien for de ti største selskapene i Russell 2000 indeksen.
Investment horizon
- JPMorgan Funds - US Small Cap Growth Fund A (acc) - USD is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
19 Oct 2025
- Start date30 Mar 2005
- ISINLU0210535976
Risk
- High (5 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 97%Interest 3%
Portfolio
Shows the fund's largest investments.
- Credo Technology Group Holding Ltd2.0%
- Fabrinet2.0%
- JPM USD Liquidity LVNAV X (dist.)1.8%
- Nextracker Inc Ordinary Shares - Class A1.8%
- Modine Manufacturing Co1.6%
- SPX Technologies Inc1.6%
- Piper Sandler Cos1.5%
- Verra Mobility Corp Class A1.5%
- Casella Waste Systems Inc Class A1.4%
- Rambus Inc1.4%