JPMorgan Mid Cap Growth A
OSGIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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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
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- New York, NY 10167 New York NY United States of America 10167
- IPO Date
- Feb 18, 1992
- CIK
- 0000763852
- Website
- am.jpmorgan.com
- Similar Companies
- Business
- JPMorgan Mid Cap Growth Fund Class A (OSGIX) is an open-end mutual fund that seeks long-term capital growth by investing primarily in equity securities of mid-cap companies. The fund allocates at least 80% of its assets to common stocks of mid-cap growth companies, typically those with market capitalizations similar to those in the Russell MidCap Growth Index at the time of purchase; it may also invest up to 20% in foreign securities and use derivatives for hedging, risk management, or to enhance income. Managed by J.P. Morgan Investment Management Inc., the fund targets institutional and retail investors seeking exposure to the U.S. mid-cap growth segment. The fund offers share classes including Class A (OSGIX) with a front-end load of 5.25%, a 12b-1 fee of 0.25%, and a management fee of 0.60%, resulting in an expense ratio of 1.14%; minimum initial investment stands at $1,000. Its portfolio emphasizes growth-oriented holdings across sectors such as technology, healthcare, and consumer discretionary, with top positions reflecting high-conviction mid-cap names capable of sustained earnings expansion. The strategy employs a bottom-up research process focused on fundamental analysis of cash flows, competitive advantages, and management quality. Launched on September 21, 1994, the fund is domiciled in the United States with administrative headquarters at 270 Park Avenue, New York, New York, under the broader J.P. Morgan Funds umbrella managed by J.P. Morgan Asset Management. Geographically, it primarily invests in U.S.-listed equities but maintains flexibility for international exposure. Recent management transitions include the appointment of Felise Agranoff as lead manager, following shifts involving prior comanagers such as Daniel Bloomgarden, who moved to another role within the firm; these changes, noted in 2025 analyses, aim to maintain strategic consistency amid a more conservative positioning implemented post-2016 to reduce volatility while pursuing growth. No major acquisitions, funding rounds, or product launches specific to OSGIX were reported in the last 1-2 years, though the fund continues to adapt its portfolio to broadening mid-cap leadership across innovative sectors. Performance reflects ongoing adjustments, with a 10-year annualized return of 3.92% as of mid-2025.