FLMVX Mutual Fund
FLMVX Mutual Fund
JPMorgan Mid Cap Value Fund Class L
FLMVX Mutual Fund Overview
FLMVX Mutual Fund (JPMorgan Mid Cap Value Fund Class L) is managed by J.P. Morgan Asset Management with $3.27B in net assets. FLMVX expense ratio is 0.75%, holding 97 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1997-11-13.
FLMVX performance shows a YTD return of 10.47%. The 1-year return is 14.92% and the 5-year return is 8.35%. FLMVX dividend yield stands at 17.97%, paid annually.
FLMVX 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 FLMVX holdings, sector breakdown, or dividend history.
FLMVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FLMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.