VSNGX Mutual Fund

VSNGX Mutual Fund (JPMorgan Mid Cap Equity Fund Class I) is managed by J.P. Morgan Asset Management with $486.8M in net assets. VSNGX expense ratio is 0.84%, holding 213 positions across sectors including Industrials, Information Technology, Financials. Inception date: 1996-12-31.

VSNGX performance shows a YTD return of 10.68%. The 1-year return is 10.77% and the 5-year return is 5.87%. VSNGX dividend yield stands at 5.56%, paid annually.

VSNGX top holdings include Jpmorgan Prime Money (2.1%), Iqvia Holdings Inc (1.8%), Ameriprise Financial Inc (1.5%), Cencora Inc (1.5%), Omnicom Group Inc. (1.3%). Go to all VSNGX holdings, VSNGX sectors, or VSNGX dividends.

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