4 / 5 Stars
5 5 4 3 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#8 in Mid-Cap Growth
U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 28.13 percent over the past year, 16.41 percent over the past three years, 21.20 percent over the past five years, and 9.95 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.1%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||21.2%|
|10 Years (Annualized)||10.0%|
The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap® Index securities at the time of purchase.
Fees are Low compared to funds in the same category.
JPMorgan Mid Cap Equity Fund has an expense ratio of 1.24 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.