JCMVX Mutual Fund

JCMVX Mutual Fund (JPMorgan Mid Cap Value Fund Class C) is managed by J.P. Morgan Asset Management with $25.7M 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 12.97%. The 1-year return is 15.91% and the 5-year return is 7.21%. JCMVX dividend yield stands at 20.57%, 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 Srvcs Inc (1.9%). 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.