Mutual Funds - Profile

JPMorgan Mid Cap Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The investment process begins with companies in the benchmark index and using quantitative research identifies companies with a history of above-average earnings growth.

Next, the research team with the help of qualitative research narrows the list to include companies with leading competitive positions, sustainable business models and strong management.

The team then favors companies that meet valuation guidelines and are estimated to have potential to deliver above-average earnings in the near-future.

The investment team also considers environmental, social and/or governance (ESG) More

Price

  • Last Close
  • $46.47
    +1.22
  • 52 Week HL
  • $57.08 - $45.25
  • Net Assets
  • $9110 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 29, 2021

Company Holding
Generac Holdings, 1.7
Roku, Inc. 1.7
Trade Desk, 1.7
Match Group, 1.6
Zebra Technologies 1.6
Company Holding
Spotify Technology 1.5
Cadence Design 1.4
HubSpot, Inc. 1.4
RingCentral, Inc., 1.4
Synopsys, Inc. 1.4
Total 15.4%

Manager

  • Name
  • Timothy Parton
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
-12.3 % YTD

  • 3 Year
  • 15.55%
  • 5 Year
  • 43.16%
  • Best
  • 42.54%
    2013
  • Worst
  • -12.29%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
JMGFX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -12.3% 1.3% -15.6% 21.5% 3.6% 8.6% -4.1% 6.3% 4.1% 11.4% -
Q2 - 7.2% 32.5% 5.3% 5% 6.6% 0.9% 3.9% 4.5% 4.4% -
Q3 - -1.5% 10.1% -3% 7.2% 6% 4.6% -10.1% -2.4% 10.5% -
Q4 - -4.5% 8.7% 2.9% -16.3% 5.3% -0.9% 3.5% 4.5% 10.2% -

Returns +
M

J F M A M J J A S O N D
2022 -12.3% - - - - - - - - - - -
2021 -0.5% 4.7% -2.7% 4.4% -2% 4.8% 0.5% 2.4% -4.4% 6.5% -0.7% -9.7%

Annual
Return

Index Comparison

Alpha

NAV