JMVPX Mutual Fund

JMVPX Mutual Fund (JPMorgan Mid Cap Value Fund Class R3) is managed by J.P. Morgan Asset Management with $54.8M in net assets. JMVPX expense ratio is 1.10%, holding 97 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-09-09.

JMVPX performance shows a YTD return of 13.28%. The 1-year return is 16.48% and the 5-year return is 7.74%. JMVPX dividend yield stands at 19.77%, paid annually.

JMVPX top holdings include Jpmorgan Prime Money Market Fund, Class Im (2.7%), Iqvia Holdings Inc (2.1%), Marathon Petroleum Corp (2.0%), Xcel Energy, Inc (1.9%), Fidelity National Information Srvcs Inc (1.9%). Go to all JMVPX holdings, JMVPX sectors, or JMVPX dividends.

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