JMVQX Mutual Fund
JMVQX Mutual Fund
JMVQX Mutual Fund
JPMorgan Mid Cap Value Fund Class R4
JMVQX Mutual Fund Overview
JMVQX Mutual Fund (JPMorgan Mid Cap Value Fund Class R4) is managed by J.P. Morgan Asset Management with $25.3M in net assets. JMVQX expense ratio is 0.85%, holding 108 positions across sectors including Industrials, Financials, Health Care. Inception date: 2016-09-09.
JMVQX performance shows a YTD return of 13.90%. The 1-year return is 14.52% and the 5-year return is 7.29%. JMVQX dividend yield stands at 19.20%, paid annually.
JMVQX top holdings include Iqvia Holdings Inc (2.1%), Ameriprise Financial Inc (2.1%), Omnicom Group Inc. (1.8%), M&T Bank Corp (1.8%), First Citizens BancShares Inc (1.5%). Go to all JMVQX holdings, JMVQX sectors, or JMVQX dividends.
JMVQX can be compared against other funds. Use JMVQX overlap to find shared positions, or JMVQX vs another fund for a side-by-side view. JMVQX alternatives are available via the screener, along with tax-loss harvesting opportunities.