Yahoo
Nasdaq - Delayed Quote USD

JPMorgan Mid Cap Growth I (HLGEX)

47.69 -1.67 (-3.38%)
At close: 8:08:25 PM EDT
Chart Range Bar
Loading chart for HLGEX
  • Previous Close 49.36
  • YTD Return 1.11%
  • Expense Ratio 0.84%
  • Category Mid-Cap Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 11.8B
  • Beta (5Y Monthly) 1.22
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 78.00%
  • Last Dividend 0.01
  • Inception Date Jun 19, 2009

Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities of mid cap companies, including common stocks and debt securities and preferred securities that are convertible to common stocks. "Assets" means net assets, plus the amount of borrowings for investment purposes. The fund invests primarily in common stocks of mid cap companies which the fund's adviser believes are capable of achieving sustained growth.

JPMorgan

Fund Family

Mid-Cap Growth

Fund Category

11.8B

Net Assets

2009-06-19

Inception Date

Performance Overview

View More

Trailing returns as of 10/29/2026. Category is Mid-Cap Growth.

YTD Return

HLGEX
1.11%
Category
10.80%

1-Year Return

HLGEX
1.95%
Category
48.17%

3-Year Return

HLGEX
12.41%
Category
21.26%

5-Year Return

HLGEX
3.15%
Category
20.18%

People Also Watch

Holdings

View More

Sector Weightings

Recent News

View More

Research Reports

View More

Top Mutual Funds

Mobilize your Website
View Site in Mobile | Classic
Share by: