JPMorgan Mid Cap Growth Fund R5

JPMorgan Mid Cap Growth Fund Class R5 (JMGFX) is an actively managed open-end mutual fund within J.P. Morgan Asset Management's equity platform, designed to provide long-term capital growth by investing at least 80% of its assets in equity securities of U.S. mid-capitalization companies, primarily common stocks with market capitalizations aligned with the Russell Midcap Growth Index. The fund, launched on November 1, 2011, targets companies with above-average growth prospects, leading competitive positions, and durable business models, with sector concentration typically in technology, healthcare, consumer discretionary, and industrials. Managed by lead portfolio manager Felise Agranoff and co-manager Michael Stein, the fund oversees approximately $12.1 billion in total assets across a diversified portfolio of roughly 111 holdings, and carries a net expense ratio of 0.74%. Rated Bronze by Morningstar analysts and earning an overall 4-star Morningstar rating over its 10-year period, JMGFX has consistently ranked in the top quartile of the mid-cap growth category, making it a well-regarded retirement share class option for institutional and plan investors.