JPMorgan Mid Cap Growth Fund Class R3
JMGPX
NASDAQ
| Weiss Ratings | JMGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | JMGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Felise Agranoff (9), Michael Stein (0) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JMGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | JPMorgan Mid Cap Growth Fund Class R3 | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 09, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JMGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | JMGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.45% | |||
| Asset Allocation | JMGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.49% | |||
| Stock | 99.51% | |||
| U.S. Stock | 98.20% | |||
| Non-U.S. Stock | 1.31% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | JMGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.59% | |||
| 30-Day Total Return | 4.65% | |||
| 60-Day Total Return | 11.21% | |||
| 90-Day Total Return | 22.12% | |||
| Year to Date Total Return | 6.67% | |||
| 1-Year Total Return | 14.33% | |||
| 2-Year Total Return | 30.42% | |||
| 3-Year Total Return | 53.07% | |||
| 5-Year Total Return | 56.91% | |||
| Price | JMGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | JMGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $51.45 | |||
| 1-Month Low NAV | $49.18 | |||
| 1-Month High NAV | $51.60 | |||
| 52-Week Low NAV | $38.86 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $56.18 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | JMGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.15 | |||
| Standard Deviation | 19.91 | |||
| Balance Sheet | JMGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 12.59B | |||
| Operating Ratios | JMGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.15% | |||
| Turnover Ratio | 55.00% | |||
| Performance | JMGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 17.44% | |||
| Last Bear Market Total Return | -20.70% | |||