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JPMorgan Mid Cap Growth I HLGEX Fund Analysis

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Morningstar’s Fund Analysis HLGEX

Will HLGEX outperform in future?

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JPMorgan Mid Cap Growth's Lead Manager to Retire in 2024; Ratings Under Review

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Analyst Note

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JPMorgan Mid Cap Growth’s Morningstar Analyst Rating is Under Review because its longtime lead manager has announced his retirement. With plans to step down from this fund in early 2024, Tim Parton will depart as one of the most senior investors at the firm, having started his career in 1986. He has managed this fund since 2004, posting a strong track record.

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