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Jpmorgan Small Cap Growth Fund C: (MF: OSGCX)
(NASDAQ Mutual Funds) As of Aug 29, 2024 08:00 PM ET
$10.03 USD
+0.07 (0.70%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in July 1991 and is managed by Banc One Investment Advisor. The fund seeks long-term capital growth primarily by investing in a portfolio of equity securities of small-capitalization and emerging growth companies. The fund invests mainly in common stock, debt securities, preferred stocks, convertible securities, warrants and other equity securities of small-capitalization companies. Generally, the fund invests in small-cap companies with market capitalizations ranging from $100 million to $3 billion at the time of investment. The fund offers dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| JPMorgan Small Cap Growth C | OSGCX | NA | NA | 1.00 | 0.75 | 0.65 | 1.74 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| JPMorgan Small Cap Growth Fund A | PGSGX | 16.47 | 7/1/1991 | 0.00 | 7.81 | -6.37 | 6.32 |
| JPMorgan Small Cap Growth Fund C | OSGCX | 10.03 | 11/4/1997 | 0.00 | 7.31 | -6.84 | 5.78 |
| JPMorgan Small Cap Growth Fund Sel | OGGFX | 18.85 | 7/1/1991 | 0.00 | 8.07 | -6.13 | 6.59 |
| JPMorgan Small Cap Growth Fund Inst | JISGX | 19.80 | 2/23/2005 | 0.00 | 8.23 | -6.00 | 6.74 |
| JPMorgan Small Cap Growth Fund R2 | JSGZX | 14.96 | 11/4/2008 | 0.00 | 7.50 | -6.61 | 6.05 |
| JPMorgan Small Cap Growth Fund R6 | JGSMX | 20.19 | 12/1/2010 | 0.00 | 8.37 | -5.90 | 6.85 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| JPMorgan Small Cap Growth C | OSGCX | CLOSED | 50 | 99 | A |
Contact Information
| Family | J.P. Morgan |
| Address | P.O.Box 8528 Boston, MA 02266 |
| Phone | 800 480-4111 |