Price Chart

Basic Info

Investment Strategy
General
Security Type
Equity Style
Fixed Income Style
Broad Asset Class
Broad Category
Category Name
Category Index
Global Category Name
YCharts Categorization US Small & Mid Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
JPM Div Factor US SC Eq TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Joe Staines 7.97 yrs
Yazann Romahi 7.97 yrs
Yegang(Steven) Wu 7.97 yrs
Natalia Zvereva 2.00 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
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Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
14.38%
-8.61%
22.96%
12.43%
29.29%
-14.40%
15.86%
8.11%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
21.14%
4.62%
-0.60%
17.23%
-4.72%
18.98%
-5.88%
9.03%
7.14%
12.79%
-13.12%
22.20%
20.88%
18.68%
-21.93%
9.00%
8.33%
13.17%
-8.63%
22.67%
11.47%
26.74%
-16.27%
16.18%
7.27%
5.57%
-6.61%
24.10%
-1.49%
27.69%
-7.69%
7.55%
13.01%
As of November 05, 2024.

Asset Allocation

Type % Net % Long % Short
Cash -- -- --
Stock -- -- --
Bond -- -- --
Convertible -- -- --
Preferred -- -- --
Other -- -- --
No Data Available

Basic Info

Investment Strategy
General
Security Type
Equity Style
Fixed Income Style
Broad Asset Class
Broad Category
Category Name
Category Index
Global Category Name
YCharts Categorization US Small & Mid Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
JPM Div Factor US SC Eq TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Joe Staines 7.97 yrs
Yazann Romahi 7.97 yrs
Yegang(Steven) Wu 7.97 yrs
Natalia Zvereva 2.00 yrs

Top Portfolio Holders

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