JMCEX Mutual Fund

JMCEX Mutual Fund (JPMorgan Mid Cap Equity Fund Class R2) is managed by J.P. Morgan Asset Management with $4.3M in net assets. JMCEX expense ratio is 1.35%, holding 191 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2014-03-14.

JMCEX performance shows a YTD return of 9.78%. The 1-year return is 11.44% and the 5-year return is 5.67%. JMCEX dividend yield stands at 5.65%, paid annually.

JMCEX top holdings include JPMorgan Prime Money Market Fund, Class IM (1.8%), Iqvia Holdings Inc. (1.8%), Cencora Inc (1.6%), Ameriprise Financial Inc. (1.4%), Ametek Inc. (1.4%). 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.