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Jpmorgan Mid Cap Growth Fund I Class: (MF: HLGEX)
(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET
$53.58 USD
+0.55 (1.04%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.14 | 25 |
| 3 months | 18.05 | 16 |
| 6 months | 7.14 | 25 |
| 1 Year | 15.37 | 27 |
| 3 Year | 16.26 | 50 |
| 5 Year | 10.07 | 84 |
| 10 Year | 11.19 | 45 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 128.07 |
| Bear Market (10/07 - 2/09) | -52.47 |
| Bull Market (2/09 - 3/21) | 1,012.26 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 15.37 |
| 5 Year | 10.06 |
| 10 Year | 11.20 |
| Since Inception | 12.10 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.24 | 18.05 | NA | NA |
| 2024 | 10.18 | -3.62 | 2.62 | 4.92 |
| 2023 | 7.71 | 6.79 | -5.41 | 13.15 |
| 2022 | -11.81 | -20.65 | -1.72 | 6.01 |
| 2021 | 1.28 | 7.20 | -1.55 | 3.63 |
| 2020 | -15.58 | 32.44 | 10.09 | 20.45 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.14 | 14.35 | 23.10 | -27.09 | 10.77 | 48.26 | 39.66 | -5.17 | 29.48 | 0.18 | 2.81 |
| % Total Return Rel to Index | 0.93 | -10.66 | -3.14 | -8.88 | -17.90 | 29.85 | 8.17 | -0.78 | 7.69 | -11.75 | 1.42 |
| % Total Return Rel to Peer | 2.00 | -5.03 | 0.10 | -7.39 | -11.28 | 28.34 | 11.24 | 1.68 | 8.80 | -7.63 | 4.41 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 5.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 3.66 | 0.00 | 0.29 | 4.64 | 5.45 | 2.81 | 2.15 | 2.14 | 0.01 | 1.46 |
| Expense Ratio | 0.00 | 0.87 | 0.89 | 0.91 | 0.93 | 0.93 | 0.92 | 0.92 | 0.92 | 0.93 | 0.92 |
* 1 = Top 20%, 5 = Bottom 20%