JPMorgan Mid Cap Growth Fund Class R2
JMGZX
NASDAQ
| Weiss Ratings | JMGZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | JMGZX-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 | JMGZX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan Mid Cap Growth Fund Class R2 | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jun 19, 2009 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JMGZX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | JMGZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.53% | |||
| Asset Allocation | JMGZX-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 | JMGZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.82% | |||
| 30-Day Total Return | -3.27% | |||
| 60-Day Total Return | -4.61% | |||
| 90-Day Total Return | -5.73% | |||
| Year to Date Total Return | -4.68% | |||
| 1-Year Total Return | 17.89% | |||
| 2-Year Total Return | 7.73% | |||
| 3-Year Total Return | 33.58% | |||
| 5-Year Total Return | 11.27% | |||
| Price | JMGZX-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 | JMGZX-NASDAQ | Click to Compare |
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| Nav | $40.73 | |||
| 1-Month Low NAV | $38.68 | |||
| 1-Month High NAV | $42.31 | |||
| 52-Week Low NAV | $35.24 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $50.00 | |||
| 52-Week High Price (Date) | Oct 27, 2025 | |||
| Beta / Standard Deviation | JMGZX-NASDAQ | Click to Compare |
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| Beta | 1.28 | |||
| Standard Deviation | 17.40 | |||
| Balance Sheet | JMGZX-NASDAQ | Click to Compare |
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| Total Assets | 11.41B | |||
| Operating Ratios | JMGZX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.40% | |||
| Turnover Ratio | 67.00% | |||
| Performance | JMGZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.30% | |||
| Last Bear Market Total Return | -20.76% | |||