Nasdaq - Delayed Quote USD

JPMorgan Mid Cap Growth A (OSGIX)

39.00 -0.07 (-0.18%)
At close: May 31 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.14%
5y Average Return 11.96%
Number of Years Up 23
Number of Years Down 8
Best 1Y Total Return (May 31, 2024) 47.77%
Worst 1Y Total Return (May 31, 2024) --
Best 3Y Total Return 47.77%
Worst 3Y Total Return -0.45%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OSGIX
Category
YTD
3.74%
10.80%
1-Month
-5.77%
4.43%
3-Month
3.63%
7.00%
1-Year
20.13%
48.17%
3-Year
-1.04%
21.26%
5-Year
10.87%
20.18%
10-Year
11.22%
14.07%
Last Bull Market
30.97%
27.14%
Last Bear Market
-20.70%
-21.26%

Annual Total Return (%) History

Year
OSGIX
Category
2024
--
--
2023
22.83%
--
2022
-27.27%
--
2021
10.45%
--
2020
47.77%
39.26%
2019
39.23%
32.52%
2018
-5.45%
-6.65%
2017
29.07%
23.91%

2016
-0.12%
6.03%
2015
2.51%
-0.95%
2014
10.64%
7.00%
2013
41.90%
34.93%
2012
15.59%
14.07%
2011
-6.11%
-3.96%
2010
25.09%
24.61%
2009
42.93%
39.11%
2008
-43.95%
-43.77%
2007
16.84%
15.09%
2006
11.04%
9.00%
2005
10.60%
9.84%
2004
12.61%
13.23%
2003
26.53%
35.96%
2002
-20.43%
-27.24%
2001
-10.91%
-19.98%
2000
5.58%
-4.78%
1999
28.72%
60.49%
1998
37.07%
18.76%
1997
29.78%
17.98%
1996
19.93%
18.11%
1995
27.58%
34.57%
1994
-3.90%
-1.85%
1993
12.18%
13.88%
1992
--
7.07%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.09% -- -- --
2023 7.64% 6.73% -5.45% 13.07%
2022 -11.84% -20.70% -1.79% 5.93%
2021 1.22% 7.12% -1.62% 3.54%
2020 -15.66% 32.33% 10.02% 20.34%
2019 21.33% 6.46% -2.28% 10.29%
2018 3.54% 2.25% 7.68% -17.06%
2017 8.45% 6.43% 5.89% 5.60%
2016 -4.28% 0.77% 4.52% -0.93%
2015 6.25% 3.74% -10.18% 3.54%

2014 4.03% 4.33% -2.44% 4.50%
2013 11.30% 3.43% 11.99% 10.07%
2012 18.12% -8.70% 6.30% 0.83%
2011 7.82% 0.56% -22.36% 11.54%
2010 6.17% -10.42% 14.44% 14.92%
2009 -1.08% 14.97% 16.83% 7.58%
2008 -14.27% 7.80% -16.67% -27.21%
2007 3.23% 8.08% 5.66% -0.89%
2006 10.38% -5.41% 1.09% 5.21%
2005 -0.17% 3.09% 3.67% 3.66%
2004 5.17% 0.32% -4.35% 11.58%
2003 -2.63% 13.94% 5.07% 8.55%
2002 2.48% -13.43% -14.25% 4.60%
2001 -18.96% 15.29% -21.07% 20.80%
2000 19.14% -3.98% 10.83% -16.73%
1999 -3.28% 11.75% -7.23% 28.39%
1998 13.63% 1.96% -15.33% 39.73%
1997 -2.61% 17.89% 18.90% -4.94%
1996 8.62% 3.47% 4.90% 1.71%
1995 6.96% 7.84% 13.02% -2.13%
1994 -3.37% -4.01% 7.24% -3.39%
1993 2.16% 2.50% 6.39% 0.69%
1992 -8.76% 0.88% 15.09% --

Rank in Category (By Total Return)

YTD 36
1-Month 26
3-Month 40
1-Year 30
3-Year 45
5-Year 17

Load Adjusted Returns

1-Year 13.82%
3-Year -2.80%
5-Year 9.68%
10-Year 10.62%

Performance & Risk

YTD Return 4.14%
5y Average Return 11.96%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family JPMorgan
Net Assets 10.8B
YTD Return 3.74%
Yield 0.00%
Morningstar Rating
Inception Date Nov 01, 2011

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.

Related Tickers

ENPIX ProFunds UltraSector Energy Fund
46.01
+3.67%
 
ENPSX ProFunds UltraSector Energy Fund
39.07
+3.66%
 
RYCVX Rydex Dow 2x Strategy H
147.97
+3.00%
 
RYLDX Rydex Dow 2x Strategy A
148.58
+2.99%
 
RYCYX Rydex Dow 2x Strategy C
124.00
+2.99%
 
FSHCX Fidelity Select Health Care Svcs Port
123.54
+2.82%
 
FIJGX Fidelity Advisor Telecommunications Z
46.36
+2.39%
 
FTUCX Fidelity Advisor Telecommunications C
46.06
+2.38%
 
FTUIX Fidelity Advisor Telecommunications I
46.51
+2.38%
 
FSTCX Fidelity Select Telecommunications Port
46.62
+2.37%
 
FTUAX Fidelity Advisor Telecommunications A
46.21
+2.37%
 
FTUTX Fidelity Advisor Telecommunications M
45.83
+2.37%
 
UMPIX ProFunds UltraMid Cap Fund
64.42
+2.34%
 
UMPSX ProFunds UltraMid Cap Fund
49.65
+2.31%
 
FIJCX Fidelity Advisor Consumer Staples Z
94.56
+2.27%
 
FDIGX Fidelity Advisor Consumer Staples I
94.67
+2.27%
 
CNPSX Consumer Staples UltraSector ProFund Svc
63.58
+2.27%
 
CNPIX Consumer Staples UltraSector ProFund Inv
73.25
+2.26%
 
FDFAX Fidelity Select Consumer Staples Port
94.97
+2.26%
 
FDCGX Fidelity Advisor Consumer Staples C
90.45
+2.26%
 
FDAGX Fidelity Advisor Consumer Staples A
93.67
+2.26%
 
FDTGX Fidelity Advisor Consumer Staples M
92.43
+2.26%
 
SSSIX SouthernSun Small Cap, I
29.30
+2.23%
 
SSSFX SouthernSun Small Cap, N
28.23
+2.21%
 
FSENX Fidelity Select Energy Portfolio
63.72
+2.03%
 
FIKAX Fidelity Advisor Energy Z
51.88
+2.03%
 
FANIX Fidelity Advisor Energy I
51.95
+2.02%
 
FNRCX Fidelity Advisor Energy C
44.59
+2.01%
 
FAGNX Fidelity Advisor Energy M
50.32
+2.01%
 
FANAX Fidelity Advisor Energy A
48.92
+2.00%
 
FMGIX Frontier MFG Core Infrastructure Instl
17.21
+1.98%
 
FCIVX Frontier MFG Core Infrastructure Service
17.22
+1.98%
 
CSJIX Cohen & Steers Realty Shares I
61.63
+1.97%
 
CSJZX Cohen & Steers Realty Shares Z
61.77
+1.96%
 
CSJAX Cohen & Steers Realty Shares A
61.64
+1.95%
 
CSRSX Cohen & Steers Realty Shares L
61.65
+1.95%
 
CSJRX Cohen & Steers Realty Shares R
61.70
+1.95%
 
CSJCX Cohen & Steers Realty Shares C
61.33
+1.94%
 
CSRIX Cohen & Steers Instl Realty Shares
45.11
+1.94%
 
SMVLX Smead Value Investor
82.05
+1.94%
 
HWLAX Hotchkis & Wiley Large Cap Value A
43.62
+1.93%
 
SVFAX Smead Value A
81.24
+1.93%
 
SVFFX Smead Value I1
82.05
+1.93%
 
SVFKX Smead Value R2
83.11
+1.93%
 
HWLZX Hotchkis & Wiley Large Cap Value Z
43.90
+1.92%
 
SVFDX Smead Value R1
80.56
+1.92%
 
SVFYX Smead Value Y
82.21
+1.92%
 
HWLCX Hotchkis & Wiley Large Cap Value C
43.26
+1.92%
 
HWLIX Hotchkis & Wiley Large Cap Value I
43.90
+1.91%
 
HWCIX Hotchkis & Wiley Diversified Value I
31.03
+1.90%
 
COBYX The Cook & Bynum
17.20
+1.90%
 
HWCCX Hotchkis & Wiley Diversified Value C
31.22
+1.89%
 
HWCAX Hotchkis & Wiley Diversified Value A
31.17
+1.89%
 
FRESX Fidelity Real Estate Investment Port
36.58
+1.84%
 
PHRIX Virtus Duff & Phelps Real Estate Secs I
17.75
+1.84%
 
FSRNX Fidelity Real Estate Index
15.01
+1.83%
 
PHRCX Virtus Duff & Phelps Real Estate Secs C
17.79
+1.83%
 
RIVSX River Oak Discovery
17.25
+1.83%
 
PHRAX Virtus Duff & Phelps Real Estate Secs A
17.83
+1.83%
 
VRREX Virtus Duff & Phelps Real Estate Secs R6
17.86
+1.82%
 
CIMDX Clarkston Founders Institutional
15.12
+1.82%
 
CFMDX Clarkston Founders Founders
15.15
+1.81%
 
EICVX EIC Value A
17.49
+1.80%
 
RMLPX Recurrent MLP & Infrastructure Class I
23.26
+1.79%
 
HCMAX Hillman Value No Load
31.84
+1.79%
 
FRLAX Franklin Real Estate Securities Adv
17.17
+1.78%
 
GLFOX Lazard Global Listed Infrastructure Portfolio
15.48
+1.78%
 
CLIFX Clifford Capital Partners Institutional
18.35
+1.77%
 
FRRSX Franklin Real Estate Securities C
15.50
+1.77%
 
FNORX Fidelity Nordic
70.65
+1.77%
 
UBVFX Undiscovered Managers Behavioral Value Fund Class R6
83.89
+1.77%
 
FSERX Franklin Real Estate Securities R6
17.25
+1.77%
 
UBVVX Undiscovered Managers Behavioral Value Fund
83.59
+1.77%
 
UBVAX Undiscovered Managers Behavioral Value Fund
80.79
+1.76%
 
UBVLX Undiscovered Managers Behavioral Value Fund
83.69
+1.76%
 
TGUSX TCW Funds, Inc. - TCW New America Premier Equities Fund
31.75
+1.76%
 
CLIQX Clifford Capital Partners Super Instl
18.48
+1.76%
 
UBVTX Undiscovered Managers Behavioral Value Fund
79.74
+1.76%
 
UBVSX Undiscovered Managers Behavioral Value Fund Class I
83.26
+1.76%
 
EIPIX EIP Growth and Income I
16.77
+1.76%
 
BIVRX Invenomic Investor
17.94
+1.76%
 
UBVUX Undiscovered Managers Behavioral Value Fund
82.92
+1.75%
 
UBVRX Undiscovered Managers Behavioral Value Fund Class R2
79.56
+1.75%
 
FREEX Franklin Real Estate Securities A
16.85
+1.75%
 
TILCX T. Rowe Price Lrg Cp Va I
24.43
+1.75%
 
UBVCX Undiscovered Managers Behavioral Value Fund Class C
74.52
+1.75%
 
EICIX EIC Value Institutional
17.51
+1.74%
 
EICCX EIC Value C
16.94
+1.74%
 
CLFFX Clifford Capital Partners Investor
18.14
+1.74%
 
RYAVX Rydex S&P MidCap 400 Pure Value H
74.17
+1.73%
 
RYMVX Rydex S&P MidCap 400 Pure Value A
74.26
+1.73%
 
FJPNX Fidelity Japan
16.54
+1.72%
 
RYMMX Rydex S&P MidCap 400 Pure Value C
60.33
+1.72%
 
FJPCX Fidelity Advisor Japan C
15.98
+1.72%
 
BIVIX Invenomic Institutional
18.35
+1.72%
 
VRGEX Virtus Duff & Phelps Glb Rl Estt Secs R6
31.44
+1.71%
 
TRLUX T. Rowe Price Lrg Cp Va Inv
24.39
+1.71%
 
CSVZX Columbia Select Large Cap Value Inst
35.10
+1.71%
 
GLIFX Lazard Global Listed Infrastructure Portfolio
15.47
+1.71%
 
SLVAX Columbia Select Large Cap Value A
33.38
+1.71%