JAMCX Mutual Fund

JAMCX Mutual Fund (JPMorgan Mid Cap Value Fund Class A) is managed by J.P. Morgan Asset Management with $1.09B 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 13.31%. The 1-year return is 16.52% and the 5-year return is 7.75%. JAMCX dividend yield stands at 19.33%, 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 Srvcs Inc (1.9%). Go to all JAMCX holdings, JAMCX sectors, or JAMCX dividends.

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