JPMorgan Small Cap Growth A
(PGSGX)
US Markets Closed
AdChoices
13.28
+0.06
+0.45%
:

Previous Close

13.22

Net Assets

243.93M

Yield

0.00%

Front load

5.25

Expenses

1.25%

Category

Small Growth

Morningstar Risk

Above Average

Morningstar Rating ★★★
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • PGSGX

  • Category

    • 2013

    • 47.85%

    • -

    • 2012

    • 12.23%

    • -

    • 2011

    • -3.53%

    • -

    • 2010

    • 33.77%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 12.67%

      • 13.84%

      • 9.85%

      • Q2

      • 6.73%

      • -7.33%

      • -0.82%

      • Q3

      • 12.92%

      • 8.09%

      • -24.49%

      • Q4

      • 8.87%

      • -1.57%

      • 17.25%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • The Middleby Corp

        • 2.00

        • 266,318

        • 1,633

        • Acuity Brands Inc

        • 1.90

        • 176,526

        • 1,082

        • Acadia Healthcare Co Inc

        • 1.58

        • 354,563

        • 2,172

        • Trex Co Inc

        • 1.54

        • 471,619

        • 2,879

        • Envestnet Inc

        • 1.53

        • 382,853

        • 2,345

        • Rush Enterprises Inc Class A

        • 1.40

        • 438,413

        • 2,682

        • Watsco Inc

        • 1.39

        • 172,004

        • 1,052

        • Insulet Corp

        • 1.34

        • 425,672

        • 2,604

        • Men's Wearhouse

        • 1.27

        • 270,781

        • 30,633

        • Wolverine World Wide Inc

        • 1.27

        • 549,370

        • 86,943

        • Name

        • Rating

        • YTD Return %

          • Hartford Small Company HLS IA

          • ★★★★★
          • 0.78

          • Voya SmallCap Opportunities I

          • ★★★★★
          • -2.76

          • JPMorgan Small Cap Equity Sel

          • ★★★★★
          • -0.12

          • Invesco Small Cap Growth R

          • ★★★★★
          • 0.89

          • T. Rowe Price Instl Small-Cap Stock

          • ★★★★★
          • -1.04

          • Franklin Small Cap Growth Adv

          • ★★★★★
          • -4.25

          • Loomis Sayles Small Cap Growth Retail

          • ★★★★★
          • -7.58

          • Lord Abbett Developing Growth C

          • ★★★★★
          • -4.17

          • Lord Abbett Developing Growth P

          • ★★★★★
          • -3.58

          • PNC Multi Factor Small Cap Core A

          • ★★★★★
          • -0.73

          • Name

          • PGSGX

          • Category

            • Expense Ratio

            • 1.25%

            • 1.43%

            • Net Assets

            • 243.93M

            • 283.20M

            • Dividend Yield

            • 0.42%

            • 0.57

            • Price/Book

            • 3.26

            • 2.91

            • Price/Sales

            • 1.65

            • 1.81

            • Price/Cash Flow

            • 13.53

            • 11.16

            Profile

            Name of Issuer

            JPMorgan

            Fund Style

            Open

            Fund Manager

            Eytan Shapiro

            Investment Style

            Small Growth

            The investment seeks long-term capital growth primarily by investing in a portfolio of equity securities of small-capitalization and emerging growth companies. The fund normally invests at least 80% of the fund's assets in the securities of small capitalization companies. 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. In implementing its main strategies, the fund will invest primarily in common stocks.

            Purchase Information

            Initial Purchase 1,000
            Initial Purchase: IRA NA
            Initial Purchase: AIP 100
            Front load 5.25
            Back Load 5.25

            Inception

            7/1/1991