OSGIX Mutual Fund

OSGIX Mutual Fund (JPMorgan Mid Cap Growth Fund Class A) is managed by J.P. Morgan Asset Management with $1.40B 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 1.82%. The 1-year return is 0.66% and the 5-year return is 2.63%. OSGIX dividend yield stands at 12.09%, 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%), Quanta (2.9%). Go to all OSGIX holdings, OSGIX sectors, or OSGIX dividends.

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