Nasdaq - Delayed Quote USD
JPMorgan Mid Cap Growth R2 (JMGZX)
38.91
+3.67
+(10.41%)
At close: 8:01:24 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Comerica Bank
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Schwab Institutional
- JPMorgan
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- Scottrade TF
- Fidelity Advisor 401(k) I Shares
- Morgan Stanley Consulting Group Advisor
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Institutional NTF
- MSWM Brokerage
- ADP Access Open Fund Architecture
- RBC Wealth Management-Wrap Eligible
- H Beck Inc.
- ING Financial Partners Inc.
- Securities America Inc.
- Vanguard TF
- Morgan Stanley Portfolio Management
- DailyAccess Corporation Matrix
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities of mid cap companies, including common stocks and debt securities and preferred securities that are convertible to common stocks. "Assets" means net assets, plus the amount of borrowings for investment purposes. The fund invests primarily in common stocks of mid cap companies which the fund's adviser believes are capable of achieving sustained growth.
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | JPMorgan |
| Net Assets | 10.64B |
| YTD Return | -9.35% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Feb 18, 1992 |
Performance & Risk
| YTD Return | -19.47% |
| 5y Average Return | 7.99% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
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