JPMorgan Small Cap Growth Fund (PGSGX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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JPMorgan Small Cap Growth Fund
New York, NY 10167
245 Park Avenue
Jpmorgan Trust II
(800) 480-4111
Management Information
Matthew G. Cohen,Lead Manager since October 31, 2016
Matthew G. Cohen, M.D., managing director, is a research analyst in the U.S. Equity Group. An employee since 2005, Dr. Cohen has been portfolio manager since 2015 and a research analyst in the firm’s U.S. Equity Group since 2005. Before joining the firm, Matthew was a senior healthcare analyst at Medici Healthcare and a senior analyst covering medical products at Narragansett Asset Management, a New York-based healthcare hedge fund. Prior to that, Dr. Cohen was a resident surgeon in the Department of General Surgery at the North Shore University Hospital NYU School of Medicine. Matthew holds an M.B.A. from New York University Stern School of Business and an M.D. from McGill University in Montreal.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategorySmall Growth
Fund FamilyJPMorgan
Net Assets3.99B
YTD Return11.41%
Yield0.00%
Morningstar Rating★★★
Inception DateFeb 17, 2005
Fund Operations
Last Dividend0.01
Last Cap Gain5.00
Holdings Turnover33.00%
Average for CategoryN/A
Fees & Expenses
ExpensePGSGXCategory Average
Annual Report Expense Ratio (net)0.85%1.21%
Prospectus Net Expense Ratio0.85%N/A
Prospectus Gross Expense Ratio0.85%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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