JPMorgan Mid Cap Growth Fund R5
JMGFX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- New York, NY 10167 New York NY United States of America 10172
- IPO Date
- Nov 1, 2011
- CIK
- 0000763852
- Website
- am.jpmorgan.com
- Similar Companies
- Business
- JPMorgan Mid Cap Growth Fund R5 (JMGFX) is an open-end mutual fund that seeks capital growth by investing primarily in equity securities of U.S. mid-cap growth companies, including common stocks, convertible debt securities, and preferred securities; under normal circumstances, at least 80% of its assets are allocated to such mid-cap companies with market capitalizations similar to those in the Russell Midcap Growth Index. The fund maintains a diversified portfolio of approximately 90-130 stocks, emphasizing companies with leading competitive positions, durable business models, and management capable of sustained growth; sector allocations typically overweight technology, industrials, healthcare, and financials relative to its benchmark, with top holdings including Royal Caribbean Cruises Ltd., Vistra Corp., Hilton Worldwide Holdings Inc., Howmet Aerospace Inc., and Alnylam Pharmaceuticals Inc.. It operates within the mid-cap growth category, targeting institutional and retail investors seeking exposure to U.S. mid-cap equities, with assets under management for the share class at approximately $593 million and total fund assets exceeding $12.5 billion as of mid-2025. The R5 share class, launched on November 1, 2011, features a net expense ratio of 0.74% and no front-end or deferred loads, domiciled in the United States with headquarters aligned to J.P. Morgan Asset Management at 270 Park Avenue, New York. Recent developments include the appointment of Michael Stein as co-portfolio manager on May 27, 2025, alongside veteran Felise Agranoff who has managed since December 2015, enhancing the team's experience totaling over 39 years; the strategy traces its roots to a predecessor fund formed on March 2, 1989, with strong historical performance ranking in the top quartile over 10 years through June 2024.