Skip to Content

JPMorgan US Small Company L JUSSX

Analyst rating as of
NAV / 1-Day Return
24.57  /  1.05 %
Total Assets
1.2 Bil
Adj. Expense Ratio
0.810%
Expense Ratio
0.810%
Fee Level
Below Average
Longest Manager Tenure
10.98 years
Category
Small Blend
Investment Style
Small Value
Min. Initial Investment
3,000,000
Status
Limited
TTM Yield
0.48%
Turnover
94%
Premium

Morningstar’s Analysis

Will JUSSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

J.P. Morgan's Small/Mid-Cap U.S. Structured Equity Team Loses Comanager; Ratings Unchanged

Analyst Note

| |

Lindsey Houghton no longer serves as comanager on J.P. Morgan's small/mid-cap U.S. structured equity funds effective July 21, 2021, though the nature of the strategies he served makes his departure manageable.