JAMCX Mutual Fund
JAMCX Mutual Fund
JPMorgan Mid Cap Value Fund Class A
JAMCX Mutual Fund Overview
JAMCX Mutual Fund (JPMorgan Mid Cap Value Fund Class A) is managed by J.P. Morgan Asset Management with $1.08B in net assets. JAMCX expense ratio is 1.09%, holding 97 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2001-04-30.
JAMCX performance shows a YTD return of 10.24%. The 1-year return is 15.77% and the 5-year return is 6.39%. JAMCX dividend yield stands at 19.69%, paid annually.
JAMCX 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 JAMCX holdings, sector breakdown, or dividend history.
JAMCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JAMCX alternatives are available via the screener, along with tax-loss harvesting opportunities.