3 / 5 Stars
5 5 2 3 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#51 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 33.79 percent over the past year, 15.52 percent over the past three years, 21.32 percent over the past five years, and 9.88 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.5%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||21.3%|
|10 Years (Annualized)||9.9%|
The investment seeks growth of capital and secondarily, current income by investing primarily in equity securities. The fund normally invests at least 80% of assets in equity securities of mid cap companies, including common stocks and debt securities and preferred stocks that are convertible to common stocks. In implementing its main strategies, it invests primarily in common stocks of mid cap companies which the fund's adviser believes are capable of achieving sustained growth. Mid cap companies are companies with market capitalizations similar to those within the universe of the Russell Midcap® Growth Index at the time of purchase.
Fees are Low compared to funds in the same category.
JPMorgan Mid Cap Growth Fund has an expense ratio of 1.23 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.