JMGZX Mutual Fund

JMGZX Mutual Fund (JPMorgan Mid Cap Growth Fund Class R2) is managed by J.P. Morgan Asset Management with $45.3M in net assets. JMGZX expense ratio is 1.40%, holding 112 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2009-06-19.

JMGZX performance shows a YTD return of 2.36%. The 1-year return is 1.14% and the 5-year return is 1.98%. JMGZX dividend yield stands at 10.69%, paid annually.

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

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