FLMVX Mutual Fund

FLMVX Mutual Fund (JPMorgan Mid Cap Value Fund Class L) is managed by J.P. Morgan Asset Management with $2.75B in net assets. FLMVX expense ratio is 0.75%, holding 108 positions across sectors including Industrials, Financials, Health Care. Inception date: 1997-11-13.

FLMVX performance shows a YTD return of 14.01%. The 1-year return is 14.68% and the 5-year return is 7.85%. FLMVX dividend yield stands at 17.57%, paid annually.

FLMVX top holdings include Iqvia Holdings Inc (2.1%), Ameriprise Financial Inc (2.1%), Omnicom Group Inc. (1.8%), M&T Bank Corp (1.8%), First Citizens BancShares Inc (1.5%). 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.