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

(NASDAQ Mutual Funds) As of May 29, 2026 06:09 PM ET

$52.64 USD

+0.39 (0.75%)

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

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 1.37 77
3 months 1.39 78
6 months -2.62 86
1 Year 18.08 77
3 Year 13.44 76
5 Year 3.43 85
10 Year 12.72 47

* 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) 1,042.51

Load Adjusted Returns as of Apr 30, 2026

1 Year 12.70
5 Year 2.80
10 Year 11.94
Since Inception 11.70

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.78 NA NA NA
2025 -9.24 18.05 4.49 -3.02
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.378.5614.3523.10-27.0910.7748.2639.66-5.1729.480.18
% Total Return Rel to Index -1.45-9.65-10.66-3.14-8.88-17.9029.858.17-0.787.69-11.75
% Total Return Rel to Peer -2.12-4.14-5.030.10-7.39-11.2828.3411.241.688.80-7.63
% Perf Quintile vs Peer* 4.004.004.003.004.005.001.001.003.001.005.00
% Dividends 0.000.000.000.000.000.000.010.000.000.000.00
% Yield 0.000.000.000.000.000.000.020.000.000.000.00
Capital Gains ($) 0.004.673.660.000.294.645.452.812.152.140.01
Expense Ratio 0.000.840.890.890.910.930.930.920.920.920.93

* 1 = Top 20%, 5 = Bottom 20%