# Product Facts - JPMorgan Mid Cap Equity Fund

> Audience: country=us, language=en, role=adv.
> Generated: 2026-10-09T12:31:18.262624030Z.

## Identity

- **Fund Name**: JPMorgan Mid Cap Equity Fund
- **Share Class Name**: JPMorgan Mid Cap Equity Fund-I
- **Product Page**: [Product Page](https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-mid-cap-equity-fund-i-4812a1266)
- **Ticker**: VSNGX
- **CUSIP**: 4812A1266
- **Fund Type**: MUTUAL FUND
- **Asset Class**: U.S. Equity
- **Fund Inception Date**: 01/01/1997
- **Share Class Inception Date**: 01/01/1997
- **Investment Objective**: The Fund's objective is long-term capital growth.

## Fund Facts

- **Ticker**: VSNGX
- **CUSIP**: 4812A1266
- **Share Class Number**: 689
- **Asset Class**: U.S. Equity
- **Fund Inception Date**: 01/01/1997
- **Share Class Inception Date**: 01/01/1997
- **ESG Approach**: Integrated [Disclosure 1]

## Fund Stats

- **NAV  As of 10/08/2026**: $67.91
- **NAV Change ($) As of 10/08/2026**: $0.39
- **NAV Change (%) As of 10/08/2026**: 0.58%
- **Fund Assets As of 10/08/2026**: $5.86bn
- **Number of Holdings As of 08/31/2026**: 213
- **YTD  As of 10/08/2026**: 6.98%

## Portfolio Managers

### Felise Agranoff

- **In the industry**: 22 years
- **With J.P. Morgan**: 22 years
- **Managing this fund**: 5 years

### Lawrence Playford

- **In the industry**: 33 years
- **With J.P. Morgan**: 33 years
- **Managing this fund**: 5 years

### Michael Stein

- **In the industry**: 19 years
- **With J.P. Morgan**: 12 years
- **Managing this fund**: 1 year

### Ryan Jones

- **In the industry**: 20 years
- **With J.P. Morgan**: 10 years
- **Managing this fund**: 2 years

### Jeremy Miller

- **In the industry**: 26 years
- **With J.P. Morgan**: 10 years
- **Managing this fund**: 2 years

## Documents

- [Factsheet: JPMorgan Mid Cap Equity Fund (I)](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/literature/fact-sheet/us-equity/FS-MCE-I.PDF)
- [Commentary: Mid Cap Equity Fund](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/literature/commentary/FC-MCE.PDF)
- [Section 19a Notice - December 2025](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/supplemental/section-19-notices/section-19a-notice-aa-funds-12-2025.pdf)
- [Supplemental Data Sheet - Mid Cap Equity Fund (Quarterly)](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/supplemental/mfdp/MFDP-MCE-1.pdf)
- [Supplemental Data Sheet - Mid Cap Equity Fund (Monthly)](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/supplemental/mfdp/MFDP-MCE-2.PDF)
- [Summary Prospectus](https://am.jpmorgan.com/JPMorgan/TVT/4812A1266/SP?site=JPMorganv3)
- [Prospectus](https://am.jpmorgan.com/JPMorgan/TVT/4812A1266/P?site=JPMorganv3)
- [Annual Report to Shareholders](https://am.jpmorgan.com/JPMorgan/TVT/4812A1266/AR?site=JPMorganv3)
- [Annual Financial Statements and Other Information](https://am.jpmorgan.com/JPMorgan/TVT/4812A1266/NCSR?site=JPMorganv3)
- [Semi-Annual Report to Shareholders](https://am.jpmorgan.com/JPMorgan/TVT/4812A1266/SAR?site=JPMorganv3)
- [Semi-Annual Financial Statements and Other Information](https://am.jpmorgan.com/JPMorgan/TVT/4812A1266/NCSRS?site=JPMorganv3)
- [First Quarter Holding](https://am.jpmorgan.com/JPMorgan/TVT/4812A1266/QH1?site=JPMorganv3)
- [Third Quarter Holding](https://am.jpmorgan.com/JPMorgan/TVT/4812A1266/QH3?site=JPMorganv3)
- [Statement of Additional Information](https://am.jpmorgan.com/JPMorgan/TVT/4812A1266/S?site=JPMorganv3)
- [Annual Report Of Proxy Voting](https://am.jpmorgan.com/JPMorgan/TVT/4812A1266/NPX?site=JPMorganv3)

## Disclosures

1. This Fund considers financially material environmental, social and governance ("ESG") factors as part of the Fund's investment process. In actively managed assets deemed by J.P. Morgan Asset Management to be ESG integrated under our governance process, we systematically assess financially material ESG factors amongst other factors in our investment decisions with the goals of managing risk and improving long-term returns. ESG integration does not change a strategy's investment objective, exclude specific types of companies or constrain a strategy's investable universe.