VSNGX : JPMorgan Mid Cap Equity Fund Class I

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

VSNGX

JPMorgan Mid Cap Equity Fund Class I

FI Score

52 /100

Expense Ratio Rating

8 /10

Expense Rating

1 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

52% FI Score
  • vsngx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

JPMorgan Mid Cap Equity Fund Class I

Expenses: 0.88% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap® Index securities at the time of purchase.

Largest Holdings

Amount Holding
1.49% Global Payments Inc
1.48% Advanced Micro Devices Inc
1.30% Synopsys Inc
1.29% Ball Corp
1.21% O'Reilly Automotive Inc
1.20% AMETEK Inc
1.19% Fiserv Inc
1.19% Amphenol Corp Class A
1.17% Centene Corp
1.08% Keysight Technologies Inc
1.02% First Republic Bank
0.99% Xcel Energy Inc
0.97% T. Rowe Price Group Inc
0.94% Williams Companies Inc
0.93% Progressive Corp
0.92% Lam Research Corp
0.92% WEC Energy Group Inc
0.92% CBRE Group Inc Class A
0.90% CMS Energy Corp
0.88% DexCom Inc
0.87% M&T Bank Corp
0.86% Carlisle Companies Inc
0.85% AutoZone Inc
0.85% Sempra Energy
0.84% Loews Corp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo