JPMorgan Mid Cap Growth Fund Class R6 (JMGMX)

$38.63
B Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. Mid Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
JPMorgan Mid Cap Growth Fund Class R6 18 1.14 27.96% 2.19% 0.74%
U.S. Mid Cap - Growth 17 1.10 32.97% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months -0.64% 5.22% -5.86%
Year-to-Date 27.96% 32.97% -5.02%
1 Year 22.40% 27.05% -4.65%

Risk, Fees & Styles

(as of 11/30/2019)
RISK PROFILE Help

Fund's Risk

18%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 18% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.74%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$943

Real cost (fees + lost compounding)

$1,166

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
4.44%