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JPMorgan Mid Cap Growth A  OSGIX
Release date as of 2024-09-30. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-01-05  
Maximum Sales Fees
Maximum Sales Charge 5.25%
Maximum Fees
Administrative 0.08%
Management 0.65%
12b-1 ---
Actual Fees
12b-1 0.25%
Management 0.65%
Prospectus Net Expense Ratio 1.14%
Total Annual Operating Expense 1.26%
Waiver Data
Type Date %
ExpenseRatio Contractual 2024-10-31 0.12
  Management
Inception Date: 1992-02-18
Mngr Name Felise Agranoff
Mngr Start Date 2015-12-30
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.
Mngr Name Daniel Bloomgarden
Mngr Start Date 2022-07-12
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.
Investment Advisor(s)
J.P. Morgan Investment Management, Inc.
Web Site
www.jpmorganfunds.com
Issuer
JPMorgan
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