JMEEX Mutual Fund

JMEEX Mutual Fund (JPMorgan Mid Cap Equity Fund Class R5) is managed by J.P. Morgan Asset Management with $9.3M in net assets. JMEEX expense ratio is 0.70%, holding 213 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2014-03-14.

JMEEX performance shows a YTD return of 10.77%. The 1-year return is 10.91% and the 5-year return is 7.49%. JMEEX dividend yield stands at 5.68%, paid annually.

JMEEX 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 JMEEX holdings, JMEEX sectors, or JMEEX dividends.

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