Morningstar

JPMorgan Mid Cap Growth Fund Class R5 JMGFX

Medalist Rating as of Jul 24, 2026 See JPMorgan Investment Hub

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 growth companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. It 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	$1.92B	0.790%	Average	$1M	−$302.19M
OSGIX	JPMorgan Mid Cap Growth Fund Class A	Front Load	Open			Feb 18, 1992	$1.17B	1.040%	Below Average	$1,000	−$195.25M
OMGCX	JPMorgan Mid Cap Growth Fund Class C	Level Load	Open			Nov 4, 1997	$31.69M	1.540%	Low	$1,000	−$11.71M
JMGFX	JPMorgan Mid Cap Growth Fund Class R5	Retirement, Large	Open			Nov 1, 2011	$515.93M	0.700%	Below Average	$0	−$17.02M
JMGMX	JPMorgan Mid Cap Growth Fund Class R6	Retirement, Large	Open			Nov 1, 2011	$7.08B	0.600%	Low	$15M	−$326.92M
JMGQX	JPMorgan Mid Cap Growth Fund Class R4	Retirement, Large	Open			Sep 9, 2016	$37.64M	0.850%	High	$0	−$2.90M
JMGZX	JPMorgan Mid Cap Growth Fund Class R2	Retirement, Medium	Open			Jun 19, 2009	$40.16M	1.350%	Average	$0	−$12.65M
JMGPX	JPMorgan Mid Cap Growth Fund Class R3	Retirement, Medium	Open			Sep 9, 2016	$50.58M	1.100%	Low	$0	−$6.22M

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