OSGIX Mutual Fund
OSGIX Mutual Fund
JPMorgan Mid Cap Growth Fund Class A
OSGIX Mutual Fund Overview
OSGIX Mutual Fund (JPMorgan Mid Cap Growth Fund Class A) is managed by J.P. Morgan Asset Management with $1.31B in net assets. OSGIX expense ratio is 1.09%, holding 112 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 1992-02-18.
OSGIX performance shows a YTD return of 9.50%. The 1-year return is 12.06% and the 5-year return is 6.69%. OSGIX dividend yield stands at 11.12%, paid annually.
OSGIX 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 OSGIX holdings, sector breakdown, or dividend history.
OSGIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OSGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.