JPMorgan Mid Cap Growth A

Frequently Asked Questions About OSGIX

What does OSGIX invest in?

Under typical market conditions, this fund commits a minimum of 80% of its total holdings to equity securities of mid-sized companies. These investments may include common shares, as well as debt and preferred instruments that can be converted into common stock. For the purpose of this policy, 'assets' is defined as the fund's net assets plus any capital borrowed for investment. The fund's primary investment strategy targets common stocks of mid-capitalization firms that the adviser believes possess the capacity for enduring growth.

What is the expense ratio of OSGIX?

JPMorgan Mid Cap Growth A (OSGIX) charges an expense ratio of 1.09%. This is the annual fee deducted from fund assets to cover management and operations.

How big is OSGIX?

JPMorgan Mid Cap Growth A (OSGIX) 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 OSGIX actively managed or an index fund?

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

When was OSGIX launched?

JPMorgan Mid Cap Growth A (OSGIX) launched in February 1992 and is managed by JPMorgan.

How has OSGIX performed?

OSGIX'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.