| JPMorgan Mid Cap Growth A OSGIX |
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| Release date as of 2024-09-30. Data on page is subject to change. |
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| Fees and Expenses |
Taken from prospectus dated 2024-01-05 |
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| Maximum Sales Fees |
| Maximum Sales Charge |
5.25%
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| Maximum Fees |
| Administrative |
0.08%
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| Management |
0.65%
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| 12b-1 |
--- |
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| Actual Fees |
| 12b-1 |
0.25%
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| Management |
0.65%
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| Prospectus Net Expense Ratio |
1.14%
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| Total Annual Operating Expense |
1.26%
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Type |
Date |
% |
| ExpenseRatio |
Contractual |
2024-10-31 |
0.12 |
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| Inception Date: 1992-02-18 |
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| Mngr Name |
Felise Agranoff |
| Mngr Start Date |
2015-12-30 |
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| Biography |
| Felise L. Agranoff, managing director, is a portfolio manager and research analyst within the U.S. Equity Group. An employee since 2004, Felise is a co-portfolio manager of the Mid Cap Growth, Growth Advantage and Small Cap Growth Strategies. Additionally, she has research responsibility for the small and mid cap industrial sector as well as mid cap financials and business services. Prior to joining the growth team as a research analyst in 2006, Felise previously worked on the J.P. Morgan U.S. Equity Large Cap fundamental research team. Felise obtained a B.S. in Finance and Accounting from the McIntire School of Commerce at the University of Virginia. She is a member of the CFA Institute and a CFA charterholder. |
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| Mngr Name |
Daniel Bloomgarden |
| Mngr Start Date |
2022-07-12 |
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| Biography |
| Mr. Bloomgarden is a portfolio manager and research analyst within the U.S. Equity Group. An employee since 2015, Mr. Bloomgarden leads consumer sector coverage for the J.P. Morgan Mid Cap Growth and Small Cap Growth Strategies and is a co-portfolio manager for the Mid Cap Growth and Mid Cap Equity Strategies. |
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| J.P. Morgan Investment Management, Inc. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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