Mid Cap Growth TrustJAETX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$645.6M
Expense ratio
0.93%
1-year return
+12.9%
3 years, a year
+12.0%
5 years, a year
-0.2%
Holdings
67
What it aims to do.
To seek long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| VRT Vertiv Holdings Co | 5.20% |
| NET Cloudflare Inc. | 4.37% |
| HWM Howmet Aerospace Inc. | 3.77% |
| RCL Royal Caribbean Cruises Ltd. | 3.71% |
| NTRA Natera Inc. | 3.45% |
| GLW Corning Incorporated | 3.44% |
| AXON Axon Enterprise Inc. | 2.59% |
| FLEX Flex Ltd. | 2.45% |
| FTAI Aviation Ltd. | 2.38% |
| ECHO EchoStar Corporation | 2.33% |
More on JAETX.
- JAETX overview
- JAETX holdings
- JAETX risk
- JAETX costs
- JAETX money in and out
- JAETX share classes
- Compare JAETX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.