JP Morgan US Small Cap Growth Fund C Shares Net Accumulation

Name
JP Morgan US Small Cap Growth Fund C Shares Net Accumulation
Manager
JPMorgan Funds Limited
Type
Open Ended Investment Company
ISIN
GB00B8H99P30
Sector
North American Smaller Companies
Launched
22/10/2012
OCF
0.77 %
Risk Rating
5
3 Year Sharpe
1.37
3 Year Alpha
9.50
Yield
0 %
Benchmark
Russell 2000 Growth NR USD
The fund seeks to provide long-term capital growth by investing primarily in a growth style biased portfolio of small capitalisation US companies.
Holding %
JPM USD Liquidity LVNAV X (dist.) 2.38 %
Entegris Inc 1.92 %
Envestnet Inc 1.89 %
Performance Food Group Co 1.72 %
Trex Co Inc 1.64 %
Wolverine World Wide Inc 1.61 %
Ollie's Bargain Outlet Holdings Inc 1.56 %
Inphi Corp 1.50 %
Monolithic Power Systems Inc 1.42 %
MKS Instruments Inc 1.40 %
Region %
United States 97.95 %
Sector %
Technology 30.52 %
Consumer Cyclical 21.19 %
Healthcare 20.23 %
Industrials 14.81 %
Name
JPMorgan Funds Limited
Address
EC4Y 0JP, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Timothy Parton
Joined 04/30/2014

Timothy Parton, managing director,is a portfolio manager in the U.S. Equity Group. An employee since 1986, Tim has managed a variety of small and mid cap portfolios. He has been managing the U.S. Midcap Growth strategy, which includes the JPMorgan Midcap Growth Fund, since November 2001; and the U.S. Multicap Growth strategy, which includes the JPMorgan Growth Advantage Fund, since its inception in September 2005. Tim holds a B.Sc. in economics and accounting from the University of Bristol in England. He is a member of the New York Society of Security Analysts and is a CFA charterholder.

Eytan Shapiro
Joined 11/30/1994

Eytan Shapiro, managing director, is the CIO of the Growth &Small Cap U.S. Equity Team. Mr. Shapiro has worked as a portfolio manager for JPMIM or its affiliates (or their predecessors) since 1989 and has been employed by the firm since 1985. Eytan holds a B.Sc. in economics from City University, London, an M.Phil. in economics from Oxford University, and is Series 66 licensed. He is a member of both the New York Society of Security Analysts and The CFA Institute, and a CFA charterholder.

Data provided by Morningstar.

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