JPM US Mid Cap Growth-Composite (S:0P0001T50K)
114.01
-7.76
(-6.37%)
USD |
Dec 31 2024
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 12, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Royal Caribbean Group | 3.20% | 302.91 | -2.76% |
| Vistra Corp. | 3.01% | 174.47 | 4.87% |
| Hilton Worldwide Holdings, Inc. | 2.65% | 299.16 | -0.40% |
| Howmet Aerospace, Inc. | 2.58% | 220.47 | 1.01% |
| Alnylam Pharmaceuticals, Inc. | 2.57% | 356.38 | -10.52% |
| Roblox Corp. | 2.42% | 75.44 | 2.96% |
| Flutter Entertainment Plc | 2.11% | 211.40 | -1.81% |
| Carvana Co. | 2.08% | 467.17 | 0.88% |
| Quanta Services, Inc. | 2.05% | 430.56 | 1.89% |
| Cloudflare, Inc. | 1.94% | 183.00 | 0.12% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |