HLGEX – JPMorgan Mid Cap Growth I Investment Strategy | Morningstar

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Strategy

The investment seeks growth of capital. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HLGEX	JPMorgan Mid Cap Growth Fund Class I	Institutional	Open			Mar 2, 1989	$2.15B	0.840%	Average	$1M	−$327.17M
OSGIX	JPMorgan Mid Cap Growth Fund Class A	Front Load	Open			Feb 18, 1992	$1.29B	1.090%	Below Average	$1,000	−$188.14M
OMGCX	JPMorgan Mid Cap Growth Fund Class C	Level Load	Open			Nov 4, 1997	$35.77M	1.590%	Low	$1,000	−$11.43M
JMGFX	JPMorgan Mid Cap Growth Fund Class R5	Retirement, Large	Open			Nov 1, 2011	$572.03M	0.740%	Average	$0	−$3.15M
JMGMX	JPMorgan Mid Cap Growth Fund Class R6	Retirement, Large	Open			Nov 1, 2011	$7.82B	0.650%	Below Average	$15M	−$305.24M
JMGQX	JPMorgan Mid Cap Growth Fund Class R4	Retirement, Large	Open			Sep 9, 2016	$41.29M	0.900%	High	$0	−$2.93M
JMGZX	JPMorgan Mid Cap Growth Fund Class R2	Retirement, Medium	Open			Jun 19, 2009	$45.94M	1.400%	Above Average	$0	−$12.81M
JMGPX	JPMorgan Mid Cap Growth Fund Class R3	Retirement, Medium	Open			Sep 9, 2016	$55.57M	1.150%	Below Average	$0	−$8.23M

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