About PGSGX
The JPMorgan Small Cap Growth Fund Class A is a mutual fund focused on providing long-term capital growth by investing primarily in equity securities of small-capitalization and emerging growth companies within the United States. The fund’s investment strategy emphasizes identifying firms in the early stages of expansion, prioritizing sectors such as technology, healthcare, industrial cyclicals, and retail trade, which together represent a significant portion of its portfolio. By allocating at least 80% of assets to small-cap companies, typically within the universe defined by the Russell 2000 Growth Index, the fund captures exposure to dynamic, fast-growing businesses that often exhibit higher volatility and growth potential compared to larger, more established companies. Managed by a team of experienced professionals, the fund adopts an actively managed, growth-oriented approach, seeking to exploit market inefficiencies in the small-cap segment. With a long-standing track record since its inception in 1991, the fund plays a key role for investors aiming to participate in the appreciation potential of up-and-coming U.S. businesses, offering diversification benefits in portfolios concentrated in large-cap or international holdings.
Fund Family JPMorgan
Category Small Growth
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol PGSGX
Share Class Class A
Index Russell 2000 Growth TR
PGSGX had a total return of 6.81% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.77%.
