JCMVX Mutual Fund
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 $22.9M in net assets. JCMVX expense ratio is 1.59%, holding 108 positions across sectors including Industrials, Financials, Health Care. Inception date: 2001-04-30.
JCMVX performance shows a YTD return of 13.32%. The 1-year return is 13.66% and the 5-year return is 6.88%. JCMVX dividend yield stands at 20.51%, paid annually.
JCMVX 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 JCMVX holdings, JCMVX sectors, or JCMVX dividends.
JCMVX can be compared against other funds. Use JCMVX overlap to find shared positions, or JCMVX vs another fund for a side-by-side view. JCMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.