JMCEX Mutual Fund

JMCEX Mutual Fund (JPMorgan Mid Cap Equity Fund Class R2) is managed by J.P. Morgan Asset Management with $4.5M in net assets. JMCEX expense ratio is 1.35%, holding 191 positions across sectors including Industrials, Information Technology, Financials. 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 (2.7%), Iqvia Holdings Inc (1.7%), Cencora Inc (1.6%), Raymond James Financial Inc. (1.4%), Marathon Petroleum Corp (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.