HLGEX Rating, Research - JPMorgan Mid Cap Growth Sel

JPMorgan Mid Cap Growth Sel (hlgex)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 45

Threats + Weaknesses = 37

When strengths & opportunities substantially exceed threats & weaknesses an investment in the hlgex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

JPMorgan Mid Cap Growth Sel (HLGEX) Description: HLGEX is a mutual fund, which is an investment that owns a basket of assets. The HLGEX mutual fund was provided by JPMorgan and this investment vehicle derives the majority of its value from equity holdings (stocks). JPMorgans mutual fund has a medium management tenure and is in the large fund size classification. HLGEXs minimum initial investment amount is $1000000 while the IRA minimum is $0. HLGEXs expense ratio is roughly 1%. The latest HLGEXs front end load was 0% and the back end load was 0%. The JPMorgan Mid Cap Growth Sel (HLGEX) mutual fund falls under the mid-cap growth category. HLGEX focuses its investments in USA and HLGEX is not affiliated with a particular industry or fund sector. The JPMorgan Mid Cap Growth Sel (HLGEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HLGEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HLGEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests primarily in stocks (see stock research) selected by the sub-advisor on the basis of potential for capital appreciation. Normally it invests at least 80% of assets in common stocks (see stock research) of mid-capitalization companies. The fund may invest up to 20% of total assets in securities of foreign issuers and non-dollar securities. It favors high-quality companies. Mid-capitalization companies are companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices.

Management Analysis Update

Performance Analysis Update