HLGEX Mutual Fund (JPMorgan Mid Cap Growth Fund Class I) is managed by J.P. Morgan Asset Management with $2.18B in net assets. HLGEX expense ratio is 0.84%, holding 112 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 1989-03-02.

HLGEX performance shows a YTD return of 9.63%. The 1-year return is 12.34% and the 5-year return is 6.58%. HLGEX dividend yield stands at 8.51%, paid annually.

HLGEX top holdings include Howmet Aerospace Inc. (3.5%), Hilton Worldwide Holdings, Inc. (3.4%), Vertiv Holding Corp (3.4%), Royal Caribbean Cruises Ltd. (3.1%), Ouanta Services (2.9%). View all HLGEX holdings, sector breakdown, or dividend history.

HLGEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HLGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.