Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | OSGIX Insights | OSGIX Score | OSGIX Performance | OSGIX News | OSGIX Allocation | OSGIX Holdings Change

JPMorgan Mid Cap Growth A (OSGIX) Fund Ranking and Research

Ranking, Research and Recommendation of JPMorgan Mid Cap Growth A (OSGIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of JPMorgan Mid Cap Growth A Fund (OSGIX) ManagerFund Manager - Timothy Parton

Fund Manager Information

Fund Manager Tenure: 14.8 years
Fund Family: JPMorgan
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)
Parton is managing director of JPMIM. He has worked as a portfolio manager for JPMIM or its affiliates (or their predecessors) since 1988 and has been employed with the firm since 1986. He joined the firm as an analyst and trainee portfolio manager on the U.S. large cap institutional team in London. In 1990 he transferred to New York to specialize in small cap investments. Parton holds Chartered Financial Analyst designation and is NASD Series 66 licensed.  Get more insights on Timothy Parton

 

Graph of JPMorgan Mid Cap Growth A Fund (OSGIX) ProfileJPMorgan Mid Cap Growth A Fund (OSGIX) Profile

Fund Profile and Description

JPMorgan Mid Cap Growth A Fund seeks growth of capital; current income is a secondary consideration. JPMorgan Mid Cap Growth A Fund normally invests at least 80% of assets in equity securities of mid-cap companies, including common stocks and debt securities and preferred stocks that are convertible to common stocks. Mid cap companies are companies with market capitalizations similar to those within the universe of the Russell Midcap Growth Index at the time of purchase.

 

JPMorgan Mid Cap Growth A (OSGIX) Fund Strength What we like about JPMorgan Mid Cap Growth A (OSGIX) Fund

Data for JPMorgan Mid Cap Growth A Fund (OSGIX) as of May 30, 2016

  • JPMorgan Mid Cap Growth A Fund (OSGIX) management has been with JPMorgan Mid Cap Growth A Fund for 14.8 years
  • JPMorgan Mid Cap Growth A Fund (OSGIX) has good mid-term performance (3-year return 10.49% vs 8.38% Mid-Cap Growth category median performance)
  • JPMorgan Mid Cap Growth A Fund (OSGIX) has good Long-term performance (5-year return 9.42% vs 7.70% Mid-Cap Growth category median performance)
  • JPMorgan Mid Cap Growth A Fund (OSGIX) ratio of up-years vs down years is greater than 2
  • Asset base in JPMorgan Mid Cap Growth A Fund (OSGIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • JPMorgan Mid Cap Growth A Fund (OSGIX) has a lower expense ratio than its Mid-Cap Growth average: 1.23% vs 1.28%

JPMorgan Mid Cap Growth A Fund (OSGIX) Weakness What we are cautious about JPMorgan Mid Cap Growth A (OSGIX) Fund

Data for JPMorgan Mid Cap Growth A Fund (OSGIX) as of May 30, 2016

  • JPMorgan Mid Cap Growth A Fund (OSGIX) has a less-than-ideal short-term performance (1-year return -8.11% vs -5.73% Mid-Cap Growth category median performance)
  • JPMorgan Mid Cap Growth A Fund (OSGIX) has a Morningstar rating of 3 and below
  • JPMorgan Mid Cap Growth A Fund (OSGIX) has an annual stock turnover rate of 57.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean JPMorgan Mid Cap Growth A is more nimble, but also signal potential high tax impact and high trading fees
  • JPMorgan Mid Cap Growth A Fund (OSGIX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.63 that is higher than category average of 13.49
  • JPMorgan Mid Cap Growth A Fund (OSGIX) carries a 5.25% load
See JPMorgan Mid Cap Growth A Fund (OSGIX) performance details as of May 30, 2016

 

What do you think?

 

Compare JPMorgan Mid Cap Growth A Fund (OSGIX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
JPMorgan Mid Cap Growth A-1.48-8.1110.499.42
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare JPMorgan Mid Cap Growth A Fund (OSGIX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of JPMorgan Mid Cap Growth A Fund (OSGIX) Net Asset TrackingJPMorgan Mid Cap Growth A (OSGIX) Fund Net Asset

Track net asset change of JPMorgan Mid Cap Growth A fund (OSGIX)

DateNet Asset
05/2016$2.92B
03/2016$2.84B
02/2016$2.62B
More historic net asset information on JPMorgan Mid Cap Growth A Fund (OSGIX)

  

Graph of JPMorgan Mid Cap Growth A Fund (OSGIX) Portfolio TrackingJPMorgan Mid Cap Growth A (OSGIX) Fund Portfolio Allocation

Track portfolio allocation change of JPMorgan Mid Cap Growth A fund (OSGIX)

DateCashStockBondOther
04/20162.26%97.74%0%0%
02/20164.09%95.91%0%0%
01/20162.79%97.21%0%0%
Click here to see more historic asset allocation information on JPMorgan Mid Cap Growth A Fund (OSGIX)

 

graph of JPMorgan Mid Cap Growth A Fund (OSGIX) Top 10 Position TrackingTop 10 Holdings in JPMorgan Mid Cap Growth A (OSGIX) Fund

Discover what JPMorgan Mid Cap Growth A Fund (OSGIX) manager is buying

Apr 29, 2016
Mohawk Industries, Inc. Common [2.59%]
S&P Global Inc. Common Stock [2.4%]
Dollar General Corporation Comm [2.24%]
Waste Connections, Inc. Common [2.17%]
Electronic Arts Inc. [2.17%]
Acuity Brands Inc (Holding Comp [2.15%]
Amphenol Corporation Common Sto [1.78%]
CBRE Group Inc Common Stock Cla [1.77%]
HD Supply Holdings, Inc. [1.71%]
Harris Corporation Common Stock [1.71%]

Feb 28, 2016
Mohawk Industries, Inc. Common [2.56%]
Delta Air Lines, Inc. Common St [2.47%]
Acuity Brands Inc (Holding Comp [2.31%]
Dollar General Corporation Comm [2.16%]
McGraw Hill Financial, Inc. Com [2.14%]
Waste Connections, Inc. Common [2.11%]
Electronic Arts Inc. [2.07%]
Harris Corporation Common Stock [2.01%]
CBRE Group Inc Common Stock Cla [1.92%]
Amphenol Corporation Common Sto [1.88%]

Jan 30, 2016
Acuity Brands Inc (Holding Comp [2.45%]
Mohawk Industries, Inc. Common [2.34%]
Dollar General Corporation Comm [2.3%]
Delta Air Lines, Inc. Common St [2.24%]
Harris Corporation Common Stock [2.21%]
CBRE Group Inc Common Stock Cla [2.08%]
Waste Connections, Inc. Common [2.02%]
McGraw Hill Financial, Inc. Com [2%]
Ulta Salon, Cosmetics & Fragran [1.94%]
Monster Beverage Corporation [1.91%]
Click here for Stock Holding Change Map in JPMorgan Mid Cap Growth A Fund (OSGIX)

  

Latest News on JPMorgan Mid Cap Growth A (OSGIX) Fund

See what is happening with JPMorgan Mid Cap Growth A Fund (OSGIX)

    No recent news

 

JPMorgan Mid Cap Growth A Fund (OSGIX) Related ResourcesSee more information on JPMorgan Mid Cap Growth A (OSGIX) Fund

Popular pages on JPMorgan Mid Cap Growth A (OSGIX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update