JPMorgan Small Cap Growth Fund A (PGSGX) Research

This fund aims to achieve substantial capital appreciation over the long term. Its primary strategy involves purchasing the stock of businesses that are either small in market value or are classified as emerging growth companies. Typically, the fund commits at least 80% of its total assets to the equity securities of small-capitalization firms. For this calculation, "assets" encompasses the fund's net worth along with any borrowed capital utilized for investment purposes. The fund considers a company to be small-capitalization if its market value aligns with those found within the Russell 2000® Growth Index, or if its market capitalization is less than $4 billion at the point of acquisition.

Market snapshot

Symbol
PGSGX
Price
$21.71
Day change
+2.65%
Market cap
$2.5B
52-week range
16.56-21.71
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Artisan International Small-Mid Fund (APHJX)
  • Fidelity Advisor Small Cap I (FSCIX)
  • Janus Henderson Venture Fund Class D (JANVX)
  • Janus Henderson Venture Fund Class T (JAVTX)
  • Janus Henderson Small Cap Value Fund Class A (JDSAX)
  • Janus Henderson Small Cap Value Fund Class L (JSIVX)
  • Janus Henderson Venture Fund Class S (JVTSX)
  • Oakmark International Small Cap Fund Investor Class (OAKEX)

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