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Jp Morgan U.s. Small Company A: (MF: JTUAX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$15.55 USD
-0.02 (-0.13%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
Incepted in June 1985, the fund is managed by J.P. Morgan Investment Management, Inc. The fund seeks to provide high total return from a portfolio of small company stocks. Under normal market conditions, the fund invests at least 80% of its assets in equity investments of small capitalization U.S. companies. The fund applies a sector-neutral investment approach and diversifies investments across industrial sectors to help limit market volatility. The fund distributes dividends and net capital gains, if any, annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| JPMorgan US Small Company A | JTUAX | 5.25 | NA | 0.00 | 0.25 | 0.60 | 1.18 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| JPMorgan US Small Company Fund I | JUSSX | 16.15 | 6/27/1985 | 0.49 | -4.99 | 2.75 | 11.23 |
| JPMorgan US Small Company Fund Sel | JSCSX | 16.29 | 6/27/1985 | 0.36 | -5.10 | 2.64 | 11.10 |
| JPMorgan US Small Company Fund A | JTUAX | 15.55 | 11/2/2007 | 0.13 | -5.35 | 2.38 | 10.81 |
| JPMorgan US Small Company Fund C | JTUCX | 13.86 | 11/2/2007 | 0.00 | -5.81 | 1.86 | 10.24 |
| JPMorgan US Small Company Fund R6 | JUSMX | 16.26 | 11/1/2011 | 0.60 | -4.95 | 2.85 | 11.34 |
| JPMorgan US Small Company Fund R2 | JSCZX | 14.86 | 11/1/2011 | 0.00 | -5.58 | 2.09 | 10.50 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| JPMorgan US Small Company A | JTUAX | 1000 | 50 | 0 | A |
Contact Information
| Family | J.P. Morgan |
| Address | P.O.Box 8528 Boston, MA 02266 |
| Phone | 800 480-4111 |