JCMVX Mutual Fund
JCMVX Mutual Fund
JPMorgan Mid Cap Value Fund Class C
JCMVX Mutual Fund Overview
JCMVX Mutual Fund (JPMorgan Mid Cap Value Fund Class C) is managed by J.P. Morgan Asset Management with $25.3M in net assets. JCMVX expense ratio is 1.59%, holding 97 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2001-04-30.
JCMVX performance shows a YTD return of 10.01%. The 1-year return is 15.23% and the 5-year return is 5.80%. JCMVX dividend yield stands at 20.94%, paid annually.
JCMVX 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 Services Inc (1.9%). View all JCMVX holdings, sector breakdown, or dividend history.
JCMVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JCMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.