JAMCX Mutual Fund

JAMCX Mutual Fund (JPMorgan Mid Cap Value Fund Class A) is managed by J.P. Morgan Asset Management with $1.05B 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 19.26%, paid annually.

JAMCX top holdings include Jpmorgan Prime Money Market Fund, Class Im (4.2%), I Q V I A Holdings Inc. (2.3%), Mks Instruments Inc (2.2%), Silgan Holdings Inc (1.8%), Healthpeak Properties Inc (1.7%). 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.