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(NASDAQ Mutual Funds) As of Feb 15, 2024 08:00 PM ET
$20.17 USD
+0.48 (2.44%)
Zacks MF Rank
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
| Zacks Rank | Definition |
|---|---|
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 4 | Sell |
| 5 | Strong Sell |
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1-Strong Buy of 5 1
View All Zacks Mutual Fund Rank #1's
Zacks Mutual Funds Categories»Small Cap Growth
| Zacks MF Rank This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank | Strong Buy 1 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MF Research Report |
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 $3 billion at the time of investment. The fund offers dividends quarterly and capital gains annually.
| Ticker | Max Load % | Deferred Load % | Red. Fee % | 12B-1 Fee % | Mgmt Fee % | Expense Ratio % | |
|---|---|---|---|---|---|---|---|
| JPMorgan Small Cap Growth I | OGGFX | NA | NA | 0.00 | 0.00 | 0.65 | 0.99 |
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| JPMorgan Small Cap Growth Fund A | PGSGX | 17.29 | 7/1/1991 | 0.00 | 14.77 | -8.44 | 7.10 |
| JPMorgan Small Cap Growth Fund C | OSGCX | 9.93 | 11/4/1997 | 0.00 | 14.24 | -8.91 | 6.56 |
| JPMorgan Small Cap Growth Fund Sel | OGGFX | 20.60 | 7/1/1991 | 0.00 | 15.05 | -8.22 | 7.36 |
| JPMorgan Small Cap Growth Fund Inst | JISGX | 21.33 | 2/23/2005 | 0.00 | 15.20 | -8.08 | 7.53 |
| JPMorgan Small Cap Growth Fund R2 | JSGZX | 16.15 | 11/4/2008 | 0.00 | 14.43 | -8.69 | 6.82 |
| JPMorgan Small Cap Growth Fund R6 | JGSMX | 21.74 | 12/1/2010 | 0.00 | 15.36 | -7.98 | 7.64 |
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| JPMorgan Small Cap Growth I | OGGFX | CLOSED | 0 | 99 | A |
| Family | J.P. Morgan |
| Address | P.O.Box 8528 Boston, MA 02266 |
| Phone | 800 480-4111 |
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.18% per year. These returns cover a period from January 1, 1988 through January 1, 2024. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Zacks may license the Zacks Mutual Fund rating provided herein to third parties, including but not limited to the issuer.
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