JMVZX Mutual Fund (JPMorgan Mid Cap Value Fund Class R2) is managed by J.P. Morgan Asset Management with $75.7M in net assets. JMVZX expense ratio is 1.35%, holding 97 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2008-11-03.

JMVZX performance shows a YTD return of 10.12%. The 1-year return is 15.48% and the 5-year return is 6.04%. JMVZX dividend yield stands at 21.69%, paid annually.

JMVZX 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 JMVZX holdings, sector breakdown, or dividend history.

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