HLGEX : JPMorgan Mid Cap Growth Fund Class I

HLGEX is a US Stocks Market Mid-Cap Growth with MODERATE fees.

HLGEX

JPMorgan Mid Cap Growth Fund Class I

FI Score

58 /100

Expense Ratio Rating

8 /10

Expense Rating

1 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

58% FI Score
  • hlgex
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

JPMorgan Mid Cap Growth Fund Class I

Expenses: 0.92% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Growth US Stocks fund. See why ยป

Fund Summary

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 companies, including common stocks and debt securities and preferred stocks that are convertible to common stocks. "Assets" means net assets, plus the amount of borrowings for investment purposes. The fund invests primarily in common stocks of mid cap companies which the fund's adviser believes are capable of achieving sustained growth.

Largest Holdings

Amount Holding
3.01% Global Payments Inc
2.98% Advanced Micro Devices Inc
2.44% O'Reilly Automotive Inc
2.41% Fiserv Inc
2.37% Centene Corp
1.87% Lam Research Corp
1.78% DexCom Inc
1.62% Tractor Supply Co
1.61% Booz Allen Hamilton Holding Corp Class A
1.55% Synopsys Inc
1.53% Ball Corp
1.38% Splunk Inc
1.35% Keysight Technologies Inc
1.35% Spotify Technology SA
1.32% Dollar General Corp
1.30% The Trade Desk Inc A
1.29% Lululemon Athletica Inc
1.29% AMETEK Inc
1.28% Zebra Technologies Corp
1.26% Amphenol Corp Class A
1.25% ResMed Inc
1.23% Trane Technologies PLC
1.15% Cadence Design Systems Inc
1.13% Vulcan Materials Co
1.13% Copart Inc

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