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Jpmorgan Small Cap Growth Fund A: (MF: PGSGX)
(NASDAQ Mutual Funds) As of Sep 19, 2024 08:00 PM ET
$17.76 USD
+0.36 (2.07%)
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 $3 billion at the time of investment. The fund offers dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| JPMorgan Small Cap Growth A | PGSGX | 5.25 | NA | 0.00 | 0.25 | 0.65 | 1.24 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| JPMorgan Small Cap Growth Fund A | PGSGX | 17.76 | 7/1/1991 | 0.00 | 13.04 | -6.71 | 7.29 |
| JPMorgan Small Cap Growth Fund C | OSGCX | 9.62 | 11/4/1997 | 0.00 | 12.38 | -7.18 | 6.74 |
| JPMorgan Small Cap Growth Fund Sel | OGGFX | 19.92 | 7/1/1991 | 0.00 | 13.31 | -6.48 | 7.55 |
| JPMorgan Small Cap Growth Fund Inst | JISGX | 20.96 | 2/23/2005 | 0.00 | 13.51 | -6.33 | 7.72 |
| JPMorgan Small Cap Growth Fund R2 | JSGZX | 15.66 | 11/4/2008 | 0.00 | 12.70 | -6.95 | 7.01 |
| JPMorgan Small Cap Growth Fund R6 | JGSMX | 21.37 | 12/1/2010 | 0.00 | 13.57 | -6.24 | 7.83 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| JPMorgan Small Cap Growth A | PGSGX | CLOSED | 50 | 99 | A |
Contact Information
| Family | J.P. Morgan |
| Address | P.O.Box 8528 Boston, MA 02266 |
| Phone | 800 480-4111 |