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.
Morningstar’s Fund Analysis HLGEX
Will HLGEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HLGEX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HLGEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HLGEX’s parent organization’s priorities and whether they’re in line with investors’ interests.