JMVQX Mutual Fund (JPMorgan Mid Cap Value Fund Class R4) is managed by J.P. Morgan Asset Management with $27.6M in net assets. JMVQX expense ratio is 0.85%, holding 97 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-09-09.

JMVQX performance shows a YTD return of 10.38%. The 1-year return is 16.06% and the 5-year return is 6.66%. JMVQX dividend yield stands at 19.63%, paid annually.

JMVQX top holdings include Jpmorgan Prime Money Market Fund, Class Im (2.7%), Iqvia Holdings Inc. (2.1%), Marathon Petroleum Corp. (2.0%), Xcel Energy Inc. (1.9%), Fidelity National Information Services Inc (1.9%). View all JMVQX holdings, sector breakdown, or dividend history.

JMVQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JMVQX alternatives are available via the screener, along with tax-loss harvesting opportunities.