JPMorgan Mid Cap Growth Fund Class R4
JMGQX
NASDAQ
| Weiss Ratings | JMGQX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | JMGQX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Felise Agranoff (10), Michael Stein (0) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JMGQX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan Mid Cap Growth Fund Class R4 | |||
| 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 | JMGQX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | JMGQX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.53% | |||
| Asset Allocation | JMGQX-NASDAQ | Click to Compare |
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| Cash | 1.14% | |||
| Stock | 98.85% | |||
| U.S. Stock | 98.24% | |||
| Non-U.S. Stock | 0.61% | |||
| 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 | JMGQX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.82% | |||
| 30-Day Total Return | -3.23% | |||
| 60-Day Total Return | -4.53% | |||
| 90-Day Total Return | -5.62% | |||
| Year to Date Total Return | -4.57% | |||
| 1-Year Total Return | 18.48% | |||
| 2-Year Total Return | 8.81% | |||
| 3-Year Total Return | 35.60% | |||
| 5-Year Total Return | 14.09% | |||
| Price | JMGQX-NASDAQ | Click to Compare |
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| 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 | JMGQX-NASDAQ | Click to Compare |
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| Nav | $46.98 | |||
| 1-Month Low NAV | $44.62 | |||
| 1-Month High NAV | $48.78 | |||
| 52-Week Low NAV | $39.94 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $56.82 | |||
| 52-Week High Price (Date) | Oct 27, 2025 | |||
| Beta / Standard Deviation | JMGQX-NASDAQ | Click to Compare |
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| Beta | 1.28 | |||
| Standard Deviation | 17.42 | |||
| Balance Sheet | JMGQX-NASDAQ | Click to Compare |
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| Total Assets | 11.41B | |||
| Operating Ratios | JMGQX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.90% | |||
| Turnover Ratio | 67.00% | |||
| Performance | JMGQX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.65% | |||
| Last Bear Market Total Return | -20.64% | |||