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JPMorgan Small Cap Growth R3 (JGRQX)

24.70 -0.61 (-2.41%)
At close: October 30 at 8:02:45 PM EDT
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  • Previous Close 25.31
  • YTD Return 11.12%
  • Expense Ratio 1.24%
  • Category Small Growth
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 2.14B
  • Beta (5Y Monthly) 1.50
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 82.00%
  • Last Dividend 0.12
  • Inception Date Mar 26, 1996

Under normal circumstances, at least 80% of the fund's assets will be invested in the securities of small capitalization 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® Growth Index stocks at the time of purchase.

JPMorgan

Fund Family

Small Growth

Fund Category

2.14B

Net Assets

1996-03-26

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026. Category is Small Growth.

YTD Return

JGRQX
11.12%
Category
12.40%

1-Year Return

JGRQX
12.72%
Category
55.69%

3-Year Return

JGRQX
13.68%
Category
19.34%

5-Year Return

JGRQX
0.19%
Category
20.72%

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