JPMorgan Funds - US Small Cap Growth Fund A (dist) - 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 (dist) - 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
29 Jun 2025
- Start date10 Sept 1984
- ISINLU0053671581
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
Costs
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- Casella Waste Systems Inc Class A2.0%
- Insmed Inc1.8%
- Applied Industrial Technologies Inc1.7%
- ExlService Holdings Inc1.5%
- SPX Technologies Inc1.5%
- The Chefs' Warehouse Inc1.5%
- ESAB Corp1.5%
- Verra Mobility Corp Class A1.4%
- Nextracker Inc Ordinary Shares - Class A1.4%
- Blueprint Medicines Corp1.4%