No House member has disclosed a JMID trade since 2025.
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.8 | 2.5 | -6.4 | 8.1 | 4.5 | -0.1 | -3.8 | 4.2 | -2.0 | 3.8 | +11.1% | ||
| 2025 | 5.5 | -6.3 | -7.1 | 1.2 | 8.6 | 3.2 | 2.3 | 0.9 | 1.0 | -1.6 | -0.3 | -1.7 | +4.7% |
| 2024 | 1.8 | 13.8 | -6.2 | +8.6% |
The fund will, under normal circumstances, invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of mid-capitalization (“mid cap”) companies selected for their growth potential. The advisor uses an active, systematic strategy designed to select mid-sized capitalization growth stocks using a proprietary quantitative methodology.
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