JPMorgan Small Cap Growth Fund Class C (OSGCX)

Fund Assets	2.14B
Expense Ratio	1.79%
Min. Investment	$1,000
Turnover	82.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	10.22
YTD Return	5.93%
1-Year Return	5.49%
5-Year Return	-7.05%
52-Week Low	8.89
52-Week High	12.01
Beta (5Y)	1.26
Holdings	140
Inception Date	Nov 4, 1997

About OSGCX

JPMorgan Small Cap Growth Fund Class C is a mutual fund designed to provide investors with exposure to the growth potential of U.S. small-capitalization companies. Its primary objective is long-term capital appreciation by investing predominantly in a portfolio of small-cap stocks that exhibit strong growth prospects. The fund follows a growth-oriented investment style, targeting firms in the early stages of their business cycle or companies innovating within their sectors. With assets totaling approximately $3.6 billion, the fund is managed by an experienced team at J.P. Morgan Asset Management, who employ a rigorous, research-driven approach to stock selection and portfolio construction. Notably, the fund's turnover ratio reflects moderate trading activity, and its top holdings account for just over 15% of total assets, which suggests a relatively diversified portfolio. JPMorgan Small Cap Growth Fund Class C is positioned within the 'Small Growth' category, aiming to outperform its benchmark, the Russell 2000 Growth Index, over the long term, while carefully managing risk and volatility relative to its peer group.

• Fund Family: JPMorgan
• Category: Small Growth
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: OSGCX
• Share Class: Class C
• Index: Russell 2000 Growth TR

Performance

OSGCX had a total return of 5.49% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.26%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FECGX	Fidelity	Fidelity Small Cap Growth Index Fund	0.05%
FCIGX	Fidelity	Fidelity Advisor Small Cap Growth I	0.88%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.86%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.44%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.86%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
JGSMX	Class R6	0.74%
JGSVX	Class R5	0.84%
JISGX	Class L	0.84%
JGLYX	Class R4	0.99%

Top 10 Holdings

13.98% of assets

Name	Symbol	Weight
JFrog Ltd.	FROG	2.01%
Casella Waste Systems, Inc.	CWST	1.51%
Federal Signal Corporation	FSS	1.36%
The Chefs' Warehouse, Inc.	CHEF	1.35%
IMAX Corporation	IMAX	1.35%
Rhythm Pharmaceuticals, Inc.	RYTM	1.35%
FirstCash Holdings, Inc.	FCFS	1.33%
Cactus, Inc.	WHD	1.25%
Rush Enterprises, Inc.	RUSHA	1.25%
Compass, Inc.	COMP	1.20%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 11, 2025	$1.3002	Dec 12, 2025
Dec 19, 2024	$0.07922	Dec 20, 2024
Dec 13, 2022	$0.06693	Dec 14, 2022
Dec 13, 2021	$3.27758	Dec 14, 2021
Dec 11, 2020	$1.82079	Dec 14, 2020
Dec 12, 2019	$1.07419	Dec 13, 2019

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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