Jpmorgan Mid Cap Growth A: (MF: OSGIX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$39.70 USD
-0.04 (-0.10%)
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 $10 billion at the time of investment. Typically, the fund acquires shares of established companies with a history of above-average growth, as well as those companies expected to enter periods of above-average growth. Some of the securities purchased by the fund do not pay dividends. The fund also invests in smaller companies in emerging growth industries. The fund offers dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| JPMorgan Mid Cap Growth A | OSGIX | 5.25 | NA | 0.00 | 0.25 | 0.60 | 1.12 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| JPMorgan Divers Mid Cap Growth Sel | HLGEX | 47.95 | 3/2/1989 | 0.00 | 2.62 | 6.81 | 9.90 |
| JPMorgan Divers Mid Cap Growth A | OSGIX | 39.70 | 2/18/1992 | 0.00 | 2.38 | 6.54 | 9.61 |
| JPMorgan Divers Mid Cap Growth C | OMGCX | 23.37 | 11/4/1997 | 0.00 | 1.90 | 6.02 | 9.06 |
| JPMorgan Mid Cap Growth Fund R2 | JMGZX | 42.02 | 6/22/2009 | 0.00 | 2.07 | 6.22 | 9.29 |
| JPMorgan Mid Cap Growth Fund R5 | JMGFX | 49.13 | 11/1/2011 | 0.00 | 2.72 | 6.91 | 10.02 |
| JPMorgan Mid Cap Growth Fund R6 | JMGMX | 49.79 | 11/1/2011 | 0.00 | 2.81 | 7.02 | 10.11 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| JPMorgan Mid Cap Growth A | OSGIX | 1000 | 50 | 0 | A |
Contact Information
| Family | J.P. Morgan |
| Address | P.O.Box 8528 Boston, MA 02266 |
| Phone | 800 480-4111 |