JMGPX Mutual Fund

JMGPX Mutual Fund (JPMorgan Mid Cap Growth Fund Class R3) is managed by J.P. Morgan Asset Management with $60.5M in net assets. JMGPX expense ratio is 1.15%, holding 112 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2016-09-09.

JMGPX performance shows a YTD return of 1.78%. The 1-year return is 0.59% and the 5-year return is 2.57%. JMGPX dividend yield stands at 9.64%, paid annually.

JMGPX 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 JMGPX holdings, JMGPX sectors, or JMGPX dividends.

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