About JUSSX
The JPMorgan U.S. Small Company Fund Class L is a mutual fund focused on delivering high total return by investing primarily in equity securities of small-cap U.S. companies. It predominantly selects holdings from the Russell 2000 Index, emphasizing a diversified approach across sectors such as finance, industrials, technology, health care, and consumer industries. The fund employs a largely quantitative investment process, seeking to balance factors like value, quality, and, more recently, momentum, to construct its portfolio. It typically maintains a high number of holdings—over 500 stocks—with modest active share and turnover rates, indicating a process that closely tracks its benchmark.
With a history dating back to 1985, this fund aims to capture the growth potential of emerging and smaller U.S. firms, offering investors exposure to a segment of the market known for innovation and dynamism. The fund’s risk and performance metrics have generally aligned with the small-blend category and its benchmark, providing steady, benchmark-like returns over time. Managed by J.P. Morgan Investment Management, it plays a role in portfolios seeking diversified small-cap U.S. equity exposure within a disciplined, risk-aware framework.
Fund Family JPMorgan
Category Small Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol JUSSX
Share Class Class L
Index Russell 2000 TR
JUSSX had a total return of 13.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.94%.
