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.
JPMorgan Mid Cap Growth C OMGCX
NAV / 1-Day Return
31.12
/
3.80
%
Total Assets
8.6 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.750%
Expense Ratio
1.750%
Fee Level
Below Average
Longest Manager Tenure
16.41
years
Category
Mid-Cap Growth
Investment Style
Mid GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
63%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will OMGCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OMGCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the OMGCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of OMGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A capable group underpins this growth strategy.
