JPMorgan Mid Cap Growth R5 (JMGFX) Research

Typically, this fund commits a minimum of 80% of its total assets to equity holdings of mid-capitalization companies. These investments encompass common shares, alongside debt and preferred securities that can be converted into common stock. For definitional clarity, 'assets' includes the fund's net assets augmented by any amounts borrowed for investment purposes. The fund's core strategy involves investing in the common stock of mid-cap firms that its adviser anticipates will demonstrate sustained long-term growth.

Market snapshot

Symbol
JMGFX
Price
$54.61
Day change
+1.34%
Market cap
$12.8B
52-week range
46.31-58.76
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Six Circles Tax Aware Bond (CBTAX)
  • DFA Investment Grade I (DFAPX)
  • DFA Emerging Markets Value Portfolio (DFEVX)
  • DFA U.S. Targeted Value Portfolio (DFFVX)
  • DFA International Small Company Portfolio (DFISX)
  • DFA US Large Company Portfolio (DFUSX)
  • DFA International Small Cap Value Portfolio (DISVX)
  • American High-Income Municipal Bond F3 (HIMFX)

Open JPMorgan Mid Cap Growth R5 (JMGFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.