JPMorgan Mid Cap Equity Fund Class I
VSNGX
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.- CEO
- Mortimer J. Buckley
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Columbus OH 43240 Malvern PA United States of America 19355
- IPO Date
- Dec 31, 1996
- CIK
- 0001217286
- Website
- investor.vanguard.com
- Similar Companies
- Business
- JPMorgan Mid Cap Equity Fund Class I (VSNGX) is an open-end mutual fund that seeks long-term capital growth by investing at least 80% of its assets in equity securities of mid-cap companies, typically those with market capitalizations similar to the Russell Midcap Index; it employs a blend of quantitative screening, fundamental analysis, and an internal model to identify stocks with strong earnings potential, above-average growth prospects, or sustainable free cash flow generation from companies featuring leading competitive positions and durable business models. The fund offers institutional share class pricing with a net expense ratio of 0.84%, a minimum initial investment of $1 million, daily pricing, and a diversified portfolio across approximately 206 holdings, with sector allocations emphasizing financial services (16%), industrials (16%), consumer cyclical (15%), technology (14%), and healthcare (11%); top holdings include JPMorgan Prime Money Market Inst, Fidelity National Information Services Inc, Raymond James Financial Inc, Loews Corp, and WEC Energy Group Inc. Managed by a team comprising Lawrence Playford (since November 2020), Felise Agranoff (since November 2020), Jeremy Miller (since March 2024), Ryan Jones (since March 2024), and Michael Stein (since May 2025), the fund maintains total net assets of approximately $5.8 billion and operates within the U.S. domiciled mid-cap blend category. Launched on December 31, 1996, the fund is offered by J.P. Morgan Asset Management, a division of JPMorgan Chase & Co., with global headquarters at 270 Park Avenue in New York, NY, and serves institutional investors across the United States through platforms focused on U.S. equity strategies. Recent portfolio management enhancements include the appointments of Jeremy Miller and Ryan Jones in March 2024 and Michael Stein in May 2025, bolstering the team's expertise in mid-cap equity selection amid a strategy tilt toward larger, higher-growth names with lower volatility exposure compared to peers; the fund has sustained an above-average Morningstar Process Pillar rating due to strong risk-adjusted performance, including a higher Sharpe ratio over 10 years relative to its benchmark, while maintaining similar volatility levels. In the broader J.P. Morgan Asset Management context, the Private Equity Group closed its flagship PEG Global Private Equity XII fund above target at $1.44 billion in December 2025, targeting small and mid-market buyouts and ventures, and JPMorgan Chase expanded its mid-cap investment banking capabilities with key hires in September 2025 to capitalize on record revenue from over 175 deals year-to-date.