JMGMX Mutual Fund

JMGMX Mutual Fund (JPMorgan Mid Cap Growth Fund Class R6) is managed by J.P. Morgan Asset Management with $8.41B in net assets. JMGMX expense ratio is 0.65%, holding 112 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2011-11-01.

JMGMX performance shows a YTD return of 2.09%. The 1-year return is 1.10% and the 5-year return is 3.09%. JMGMX dividend yield stands at 8.86%, paid annually.

JMGMX 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 JMGMX holdings, JMGMX sectors, or JMGMX dividends.

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