Jpmorgan Mid Cap Fund Quote

HLGEX Fund  USD 56.98  0.18  0.32%   

Performance

22 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 15

 
High
 
Low
Low
Jpmorgan Mid is trading at 56.98 as of the 2nd of December 2024; that is 0.32 percent up since the beginning of the trading day. The fund's open price was 56.8. Jpmorgan Mid has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Jpmorgan Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds assets will be invested in equity securities of mid cap companies, including common stocks and debt securities and preferred securities that are convertible to common stocks. Assets means net assets, plus the amount of borrowings for investment purposes. More on Jpmorgan Mid Cap

Moving together with Jpmorgan Mutual Fund

  0.73SRJIX Jpmorgan SmartretirementPairCorr
  0.72SRJQX Jpmorgan SmartretirementPairCorr
  0.72SRJPX Jpmorgan SmartretirementPairCorr
  0.72SRJSX Jpmorgan SmartretirementPairCorr
  0.73SRJYX Jpmorgan SmartretirementPairCorr
  0.71SRJZX Jpmorgan SmartretirementPairCorr

Moving against Jpmorgan Mutual Fund

  0.75OBOCX Jpmorgan E BondPairCorr
  0.73OBBCX Jpmorgan Mortgage-backedPairCorr
  0.61JPVRX Jpmorgan InternationalPairCorr

Jpmorgan Mutual Fund Highlights

Fund ConcentrationJPMorgan Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, JPMorgan, Large, Mid-Cap Growth (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Jpmorgan Mid Cap [HLGEX] is traded in USA and was established 2nd of December 2024. Jpmorgan Mid is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of JPMorgan family. This fund currently has accumulated 9.42 B in assets under management (AUM) with minimum initial investment of 1000 K. Jpmorgan Mid Cap is currently producing year-to-date (YTD) return of 22.54%, while the total return for the last 3 years was 2.27%.
Check Jpmorgan Mid Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Jpmorgan Mid Cap Mutual Fund Constituents

GNRCGenerac HoldingsStockIndustrials
SPOTSpotify Technology SAStockCommunication Services
NOWServiceNowStockInformation Technology
AAgilent TechnologiesStockHealth Care
CDNSCadence Design SystemsStockInformation Technology
RNGRingcentralStockInformation Technology
FTVFortive CorpStockIndustrials
CRWDCrowdstrike HoldingsStockInformation Technology
More Details

Jpmorgan Mid Cap Risk Profiles

Jpmorgan Mid Against Markets

Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan Mid financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Mid security.
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