JCMAX Mutual Fund

JCMAX Mutual Fund (JPMorgan Mid Cap Equity Fund Class A) is managed by J.P. Morgan Asset Management with $1.01B in net assets. JCMAX expense ratio is 1.09%, holding 191 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2009-11-02.

JCMAX performance shows a YTD return of 9.96%. The 1-year return is 11.73% and the 5-year return is 5.94%. JCMAX dividend yield stands at 5.60%, paid annually.

JCMAX top holdings include Jpmorgan Prime Money Market Fund, Class Im (2.7%), Iqvia Holdings Inc (1.7%), Cencora Inc (1.6%), Raymond James Financial Inc. (1.4%), Marathon Petroleum Corp (1.4%). Go to all JCMAX holdings, JCMAX sectors, or JCMAX dividends.

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