No House member has disclosed a JSMD trade since 2025.
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.1 | 0.5 | -6.9 | 12.2 | 7.4 | 5.9 | -8.5 | 0.1 | -3.7 | 1.0 | +10.6% | ||
| 2025 | 3.7 | -6.1 | -4.3 | -1.3 | 7.3 | 4.7 | 2.1 | 4.3 | 1.2 | 0.3 | -0.6 | -2.2 | +8.6% |
| 2024 | -2.1 | 5.9 | 2.6 | -6.2 | 2.7 | -1.2 | 7.6 | -0.6 | 2.1 | -0.8 | 13.5 | -8.2 | +14.2% |
| 2023 | 11.0 | -1.4 | -1.5 | -0.5 | 1.8 | 9.3 | 4.8 | -4.8 | -5.8 | -6.0 | 8.3 | 10.5 | +26.2% |
| 2022 | -10.5 | -0.2 | 0.7 | -9.7 | 0.5 | -7.9 | 12.4 | -5.7 | -9.3 | 8.0 | 5.6 | -6.7 | −23.2% |
| 2021 | 3.3 | 1.8 | 1.8 | 1.7 | -0.9 | 0.0 | 0.3 | 1.5 | -5.7 | 4.6 | -3.2 | 3.2 | +8.1% |
| 2020 | -0.6 | -7.7 | -19.1 | 16.4 | 10.1 | 4.1 | 7.4 | 3.1 | -1.9 | 1.0 | 12.0 | 7.1 | +30.4% |
| 2019 | 11.8 | 6.6 | -2.7 | 6.2 | -8.2 | 8.9 | 1.3 | -4.8 | 0.2 | 0.7 | 7.5 | 1.4 | +30.6% |
| 2018 | 4.8 | -2.2 | 1.0 | -1.0 | 5.1 | 1.8 | 1.1 | 9.5 | -2.2 | -11.3 | 2.8 | -12.4 | −5.2% |
| 2017 | 1.3 | 2.0 | 0.9 | 1.7 | 0.8 | 2.5 | 1.0 | -0.4 | 3.7 | 2.7 | 4.2 | 1.4 | +24.1% |
| 2016 | 5.7 | 1.0 | 3.7 | -1.9 | 6.2 | 0.7 | 0.2 | -3.0 | 8.0 | 0.6 | +22.6% |
The fund will, under normal circumstances, invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of small- and mid-sized capitalization (“small/mid cap”) companies selected for their growth potential. For purposes of the 80% policy, the fund's managers consider small/mid cap companies to be those whose market capitalization falls within the 12-month range of the Russell 2500TM Growth Index.