JPMorgan Small Cap Growth Fund A
PGSGX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Jpmorgan Trust II DE United States of America
- IPO Date
- Jun 28, 1991
- CIK
- 0000763852
- Website
- am.jpmorgan.com
- Similar Companies
- Business
- JPMorgan Small Cap Growth Fund A (PGSGX) is an open-end mutual fund managed by J.P. Morgan Investment Management Inc., a subsidiary of JPMorgan Chase & Co., that seeks long-term capital appreciation by investing primarily in equity securities of small-capitalization growth companies. The fund employs a fundamental research-driven approach, focusing on companies with market capitalizations typically below $6 billion at the time of purchase; it allocates assets across diversified sectors including technology, healthcare, consumer discretionary, industrials, and financials, while maintaining a portfolio of 80 to 120 holdings to manage risk. Core offerings include Class A shares (ticker: PGSGX) with a front-end sales load, available through broker-dealers, retirement plans, and financial advisors targeting growth-oriented investors such as individuals and institutions seeking exposure to small-cap growth equities. The fund operates globally with primary focus on U.S.-listed securities but may invest up to 20% in non-U.S. companies; it was originally launched in 1992 under JPMorgan's predecessor entities and is headquartered in New York alongside its parent company's global operations spanning over 100 countries. J.P. Morgan Investment Management oversees approximately $2 trillion in assets under management across equity, fixed income, alternatives, and multi-asset strategies, with PGSGX benefiting from the firm's extensive research platform and risk management tools. Recent developments include portfolio manager enhancements in 2023 with the addition of specialists in AI-driven growth sectors amid market volatility; the fund participated in JPMorgan's broader strategic shift toward sustainable investing, incorporating ESG factors into security selection without altering its growth mandate. In 2024, it navigated small-cap underperformance through tactical sector rotations, notably increasing stakes in biotechnology and software-as-a-service firms; no major acquisitions or name changes occurred, though JPMorgan announced expanded distribution partnerships with platforms like Schwab and Fidelity to broaden retail access.