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JPMorgan Mid Cap Growth Fund Class A OSGIX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | OSGIX | Replication |
|---|---|---|
| Annualized growth | 2.7% | 5.9% |
| Annualized volatility | 21.0% | 20.3% |
| Sharpe ratio | 0.23 | 0.39 |
| Maximum drawdown | 36.5% | 35.4% |
| Replication fit (R²) | 0.97 · Tracking error 3.7% | |
Replication portfolio
The published portfolio below is the investable basket used to model OSGIX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VOT | Mid-Cap · Growth | 58.4% |
| VBK | Small-Cap · Growth | 27.3% |
| MTUM | Factor · Momentum | 9.0% |
| VUG | Style · Growth | 5.4% |