HLGEX Mutual Fund

HLGEX Mutual Fund (JPMorgan Mid Cap Growth Fund Class I) is managed by J.P. Morgan Asset Management with $1.85B in net assets. HLGEX expense ratio is 0.84%, holding 120 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 1989-03-02.

HLGEX performance shows a YTD return of -4.92%. The 1-year return is -7.64% and the 5-year return is 0.77%.

HLGEX top holdings include Snowflake Inc (3.8%), Datadog Inc. Class A (3.0%), Comfort Systems USA Inc. (2.5%), Robinhood Markets Inc - A (2.3%), Fastenal Co (2.3%). Go to all HLGEX holdings, HLGEX sectors, or HLGEX dividends.

HLGEX can be compared against other funds. Use HLGEX overlap to find shared positions, or HLGEX vs another fund for a side-by-side view. HLGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.