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Jp Morgan U.s. Small Company C: (MF: JTUCX)
(NASDAQ Mutual Funds) As of Oct 17, 2024 08:00 PM ET
$17.22 USD
-0.02 (-0.12%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
Incepted in June 1985, the fund is managed by J.P. Morgan Investment Management, Inc. The fund seeks to provide high total return from a portfolio of small company stocks. Under normal market conditions, the fund invests at least 80% of its assets in equity investments of small capitalization U.S. companies. The fund applies a sector-neutral investment approach and diversifies investments across industrial sectors to help limit market volatility. The fund distributes dividends and net capital gains, if any, annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| JPMorgan US Small Company C | JTUCX | NA | NA | 1.00 | 0.75 | 0.60 | 1.69 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| JPMorgan US Small Company Fund I | JUSSX | 19.72 | 6/27/1985 | 0.45 | 25.48 | 4.19 | 11.26 |
| JPMorgan US Small Company Fund Sel | JSCSX | 19.72 | 6/27/1985 | 0.35 | 25.39 | 4.06 | 11.11 |
| JPMorgan US Small Company Fund A | JTUAX | 18.89 | 11/2/2007 | 0.16 | 25.05 | 3.80 | 10.83 |
| JPMorgan US Small Company Fund C | JTUCX | 17.22 | 11/2/2007 | 0.00 | 24.45 | 3.28 | 10.26 |
| JPMorgan US Small Company Fund R6 | JUSMX | 19.74 | 11/1/2011 | 0.53 | 25.64 | 4.30 | 11.37 |
| JPMorgan US Small Company Fund R2 | JSCZX | 18.10 | 11/1/2011 | 0.00 | 24.69 | 3.50 | 10.52 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| JPMorgan US Small Company C | JTUCX | 1000 | 50 | 0 | A |
Contact Information
| Family | J.P. Morgan |
| Address | P.O.Box 8528 Boston, MA 02266 |
| Phone | 800 480-4111 |