JPMorgan Mid Cap Growth R6

Frequently Asked Questions About JMGMX

What does JMGMX invest in?

Under normal market conditions, a minimum of 80% of this fund's investable capital will be dedicated to mid-capitalization equity securities. This includes common shares, as well as debt and preferred instruments that can be converted into common stock. For this policy, "assets" refers to the fund's net assets combined with any borrowed funds utilized for investment purposes. The portfolio predominantly focuses on common stocks of mid-sized companies that the investment adviser has identified as having the potential for ongoing, robust growth.

What is the expense ratio of JMGMX?

JPMorgan Mid Cap Growth R6 (JMGMX) charges an expense ratio of 0.65%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JMGMX?

JPMorgan Mid Cap Growth R6 (JMGMX) manages $13.68B 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 JMGMX actively managed or an index fund?

JMGMX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was JMGMX launched?

JPMorgan Mid Cap Growth R6 (JMGMX) launched in November 2011 and is managed by JPMorgan.

How has JMGMX performed?

JMGMX'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.