JMGFX Mutual Fund

JMGFX Mutual Fund (JPMorgan Mid Cap Growth Fund Class R5) is managed by J.P. Morgan Asset Management with $616.4M in net assets. JMGFX expense ratio is 0.74%, holding 112 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2011-11-01.

JMGFX performance shows a YTD return of 2.04%. The 1-year return is 1.02% and the 5-year return is 2.99%. JMGFX dividend yield stands at 8.98%, paid annually.

JMGFX top holdings include Howmet Aerospace Inc. (3.5%), Hilton Worldwide Holdings, Inc. (3.4%), Vertiv Holding Corp (3.4%), Royal Caribbean Cruises Ltd. (3.1%), Quanta (2.9%). Go to all JMGFX holdings, JMGFX sectors, or JMGFX dividends.

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