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JPMorgan Mid Cap Growth R6 (JMGMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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50.66+0.17 (+0.34%)
At close: 08:00PM EDT

JPMorgan Mid Cap Growth R6

New York, NY 10167

245 Park Avenue

Jpmorgan Trust II

(800) 480-4111
Management information
,Lead manager since 11 July 2022
Mr. Bloomgarden is a portfolio manager and research analyst within the U.S. Equity Group. An employee since 2015, Mr. Bloomgarden leads consumer sector coverage for the J.P. Morgan Mid Cap Growth and Small Cap Growth Strategies and is a co-portfolio manager for the Mid Cap Growth and Mid Cap Equity Strategies.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Growth
Fund familyJPMorgan
Net assets11.52B
YTD return10.26%
Yield0.00%
Morningstar rating★★★★
Inception date3 Nov 1997

Fund operations

Last dividend0.07
Last cap gain20.00
Holdings turnover45.00%
Average for categoryN/A

Fees and expenses

ExpenseJMGMXCategory average
Annual report expense ratio (net)1.64%1.09%
Prospectus net expense ratio1.64%N/A
Prospectus gross expense ratio1.75%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A