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Jpmorgan Mid Cap Growth Fund I Class: (MF: HLGEX)

(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET

$48.95 USD

-0.05 (-0.10%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

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Zacks Premium Research for HLGEX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Research Report

Fund Description

The fund was incepted in March 1989 and is managed by Banc One Investment Advisor. The fund seeks growth of capital and secondarily, current income by investing primarily in equity securities. The fund invests in securities that have the potential to produce above-average earnings growth per share over a one-to-three year period. The fund typically invests in mid-cap companies with market capitalizations of $500 million to $10 billion at the time of investment. Typically, the fund acquires shares of established companies with a history of above-average growth, as well as those companies expected to enter periods of above-average growth. Some of the securities purchased by the fund do not pay dividends. The fund also invests in smaller companies in emerging growth industries. The fund offers dividends quarterly and capital gains annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
JPMorgan Mid Cap Growth I HLGEX NA NA 0.00 0.00 0.65 0.89

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
JPMorgan Divers Mid Cap Growth Sel HLGEX 48.95 3/2/1989 0.00 25.94 2.65 13.32
JPMorgan Divers Mid Cap Growth A OSGIX 40.84 2/18/1992 0.00 25.62 2.38 13.00
JPMorgan Divers Mid Cap Growth C OMGCX 27.05 11/4/1997 0.00 24.99 1.87 12.44
JPMorgan Mid Cap Growth Fund R2 JMGZX 45.26 6/22/2009 0.00 25.24 2.08 12.68
JPMorgan Mid Cap Growth Fund R5 JMGFX 52.09 11/1/2011 0.00 26.08 2.76 13.45
JPMorgan Mid Cap Growth Fund R6 JMGMX 52.60 11/1/2011 0.00 26.21 2.85 13.53

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
JPMorgan Mid Cap Growth I HLGEX 1000000 0 0 A

Contact Information

Family J.P. Morgan
Address P.O.Box 8528
Boston, MA 02266
Phone 800 480-4111