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JPMorgan Mid Cap Growth R6 (JMGMX)

49.83 -1.74 (-3.37%)
As of 8:06:42 AM EST. Market Open.

Fund Summary

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 Mid Cap Growth R6

New York, NY 10167
245 Park Avenue
(800) 480-4111

Fund Overview

Category Mid-Cap Growth
Fund Family JPMorgan
Net Assets 11.8B
YTD Return 1.26%
Yield 0.00%
Morningstar Rating
Inception Date Jun 19, 2009

Fund Operations

Last Dividend 0.07
Last Cap Gain 0.00
Holdings Turnover 78.00%
Average for Category --

Fees & Expenses

Expense JMGMX Category Average
Annual Report Expense Ratio (net)
0.65% 1.09%
Prospectus Net Expense Ratio
0.65% --
Prospectus Gross Expense Ratio
0.71% --
Max 12b1 Fee
-- --
Max Front End Sales Load
-- 5.36%
Max Deferred Sales Load
-- 1.27%
3 Yr Expense Projection
0 --
5 Yr Expense Projection
0 --
10 Yr Expense Projection
0 --

Management Information

Felise L. Agranoff, managing director, is a portfolio manager and research analyst within the U.S. Equity Group. An employee since 2004, Felise is a co-portfolio manager of the Mid Cap Growth, Growth Advantage and Small Cap Growth Strategies. Additionally, she has research responsibility for the small and mid cap industrial sector as well as mid cap financials and business services. Prior to joining the growth team as a research analyst in 2006, Felise previously worked on the J.P. Morgan U.S. Equity Large Cap fundamental research team. Felise obtained a B.S. in Finance and Accounting from the McIntire School of Commerce at the University of Virginia. She is a member of the CFA Institute and a CFA charterholder.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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