JMCEX Mutual Fund

JMCEX Mutual Fund (JPMorgan Mid Cap Equity Fund Class R2) is managed by J.P. Morgan Asset Management with $4.0M in net assets. JMCEX expense ratio is 1.35%, holding 213 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2014-03-14.

JMCEX performance shows a YTD return of 10.30%. The 1-year return is 10.19% and the 5-year return is 5.34%. JMCEX dividend yield stands at 5.62%, paid annually.

JMCEX top holdings include Jpmorgan Prime Money (2.1%), Iqvia Holdings Inc (1.8%), Ameriprise Financial Inc (1.5%), Cencora Inc (1.5%), Omnicom Group Inc. (1.3%). Go to all JMCEX holdings, JMCEX sectors, or JMCEX dividends.

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