- What does JMGFX invest in?
- 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.
- What is the expense ratio of JMGFX?
- JPMorgan Mid Cap Growth Fund R5 (JMGFX) charges an expense ratio of 0.74%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is JMGFX?
- JPMorgan Mid Cap Growth Fund R5 (JMGFX) manages $13.36B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is JMGFX actively managed or an index fund?
- JMGFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was JMGFX launched?
- JPMorgan Mid Cap Growth Fund R5 (JMGFX) launched in November 2011 and is managed by JPMorgan.
- How has JMGFX performed?
- JMGFX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
