JMGQX Mutual Fund

JMGQX Mutual Fund (JPMorgan Mid Cap Growth Fund Class R4) is managed by J.P. Morgan Asset Management with $40.7M in net assets. JMGQX expense ratio is 0.90%, holding 112 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2016-09-09.

JMGQX performance shows a YTD return of 9.60%. The 1-year return is 12.25% and the 5-year return is 6.52%. JMGQX dividend yield stands at 8.57%, paid annually.

JMGQX top holdings include Howmet Aerospace Inc. (3.5%), Hilton Worldwide Holdings, Inc. (3.4%), Vertiv Group Corp (3.4%), Royal Caribbean Cruises Ltd. (3.1%), Quanta (2.9%). Go to all JMGQX holdings, JMGQX sectors, or JMGQX dividends.

JMGQX can be compared against other funds. Use JMGQX overlap to find shared positions, or JMGQX vs another fund for a side-by-side view. JMGQX alternatives are available via the screener, along with tax-loss harvesting opportunities.