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 $27.4M in net assets. JMVQX expense ratio is 0.85%, holding 97 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-09-09.
JMVQX performance shows a YTD return of 13.44%. The 1-year return is 16.76% and the 5-year return is 8.01%. JMVQX dividend yield stands at 19.27%, paid annually.
JMVQX 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 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.