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JPMorgan Mid Cap Growth A (OSGIX)

39.73 +0.30 (+0.76%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 39.43
  • YTD Return 3.74%
  • Expense Ratio 1.14%
  • Category Mid-Cap Growth
  • Last Cap Gain 20.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 10.8B
  • Beta (5Y Monthly) 1.07
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 45.00%
  • Last Dividend 0.21
  • Inception Date Feb 18, 1992

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.

JPMorgan

Fund Family

Mid-Cap Growth

Fund Category

10.8B

Net Assets

1992-02-18

Inception Date

Performance Overview: OSGIX

Trailing returns as of 5/9/2024. Category is Mid-Cap Growth.

YTD Return

OSGIX
3.74%
Category
10.80%
 

1-Year Return

OSGIX
20.13%
Category
48.17%
 

3-Year Return

OSGIX
1.04%
Category
21.26%
 

5-Year Return

OSGIX
10.87%
Category
20.18%
 

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Holdings: OSGIX

Top 10 Holdings (19.52% of Total Assets)

SymbolCompany% Assets
CRWD
CrowdStrike Holdings, Inc. 2.54%
ROST
Ross Stores, Inc. 2.25%
TT
Trane Technologies plc 2.10%
CPRT
Copart, Inc. 2.08%
DASH
DoorDash, Inc. 1.94%
A
Agilent Technologies, Inc. 1.92%
DXCM
DexCom, Inc. 1.80%
IQV
IQVIA Holdings Inc. 1.70%
TTD
The Trade Desk, Inc. 1.68%
HUBS
HubSpot, Inc. 1.51%

Sector Weightings

SectorOSGIX
Technology   28.33%
Healthcare   19.88%
Industrials   19.62%
Energy   3.09%
Real Estate   0.00%
Utilities   0.00%

Recent News: OSGIX

Research Reports: OSGIX

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