Nasdaq - Delayed Quote • USD
JPMorgan Mid Cap Growth A (OSGIX)
At close: May 31 at 8:01 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 47.77% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 23 |
| Number of Years Down | 8 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| OSGIX | Category Average | OSGIX | Category Average | OSGIX | Category Average | |
| Alpha | -8.72 | 0.01 | -2.18 | 0.01 | -1.5 | -0.02 |
| BETA | 1.07 | 0.01 | 1.05 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 0.09 | 0.02 | 1.05 | 0.02 | 1.03 | 0.01 |
| R-squared | 84.81 | 0.82 | 83.03 | 0.79 | 81.69 | 0.8 |
| Standard Deviation | 20.56 | 0.23 | 21.34 | 0.19 | 18.24 | 0.17 |
| Sharpe Ratio | -0.1 | 0.01 | 0.49 | 0.01 | 0.59 | 0.01 |
| Treynor Ratio | -3.88 | 0.18 | 8.23 | 0.17 | 8.97 | 0.12 |
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