VSNGX – JPMorgan Mid Cap Equity I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap® Index at the time of purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
VSNGX	JPMorgan Mid Cap Equity Fund Class I	Institutional	Open			Dec 31, 1996	$487.98M	0.840%	Average	$1M	−$420.11M
JCMAX	JPMorgan Mid Cap Equity Fund Class A	Front Load	Open			Nov 2, 2009	$923.26M	1.090%	Below Average	$1,000	−$13.81M
JMCCX	JPMorgan Mid Cap Equity Fund Class C	Level Load	Open			Nov 2, 2009	$15.38M	1.590%	Low	$1,000	−$2.04M
JPPEX	JPMorgan Mid Cap Equity Fund Class R6	Retirement, Large	Open			Mar 14, 2014	$4.40B	0.600%	Low	$15M	$409.64M
JMEEX	JPMorgan Mid Cap Equity Fund Class R5	Retirement, Large	Open			Mar 14, 2014	$9.37M	0.700%	Below Average	$0	$1.64M
JMCEX	JPMorgan Mid Cap Equity Fund Class R2	Retirement, Medium	Open			Mar 14, 2014	$4.05M	1.350%	Average	$0	−$745,088.56

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