JP Morgan US Small Cap Growth Fund C Shares Net Accumulation

JP Morgan US Small Cap Growth Fund C Shares Net Accumulation
JPMorgan Funds Limited
Open Ended Investment Company
North American Smaller Companies
0.75 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0 %
Russell 2000 Growth Net of 15% withh tax
The fund seeks to provide long-term capital growth by investing primarily in a growth style biased portfolio of small capitalisation US companies.
Holding %
Teladoc Health Inc 1.88 %
Inphi Corp 1.85 %
Generac Holdings Inc 1.74 %
Amedisys Inc 1.61 %
Horizon Pharma 1.57 %
John Bean Technologies Corp 1.49 %
Advanced Drainage Systems Inc 1.48 %
Natera Inc 1.47 %
Texas Roadhouse Inc 1.38 %
Envestnet Inc 1.38 %
Region %
United States 98.56 %
Sector %
Healthcare 30.04 %
Technology 27.80 %
Industrials 16.51 %
Consumer Cyclical 12.70 %
Consumer Defensive 5.13 %
JPMorgan Funds Limited
EC4Y 0JP, London, United Kingdom
Legal Structure
Open Ended Investment Company


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. He began his investment career in 1982.

Data provided by Morningstar.

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