JMEEX Mutual Fund

JMEEX Mutual Fund (JPMorgan Mid Cap Equity Fund Class R5) is managed by J.P. Morgan Asset Management with $10.1M in net assets. JMEEX expense ratio is 0.70%, holding 191 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2014-03-14.

JMEEX performance shows a YTD return of 10.21%. The 1-year return is 12.18% and the 5-year return is 6.36%. JMEEX dividend yield stands at 5.71%, paid annually.

JMEEX 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 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.