FLMVX Mutual Fund

FLMVX Mutual Fund (JPMorgan Mid Cap Value Fund Class L) is managed by J.P. Morgan Asset Management with $3.25B 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 13.54%. The 1-year return is 16.95% and the 5-year return is 8.66%. FLMVX dividend yield stands at 17.64%, 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 Srvcs Inc (1.9%). Go to all FLMVX holdings, FLMVX sectors, or FLMVX dividends.

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