Confidence in JPMorgan Mid Cap Growth’s experienced team keeps most of its share classes at a Morningstar Analyst Rating of Bronze, while its two most expensive drop to Neutral under Morningstar’s enhanced ratings methodology.
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.