JMVRX Mutual Fund

JMVRX Mutual Fund (JPMorgan Mid Cap Value Fund Class R5) is managed by J.P. Morgan Asset Management with $43.6M in net assets. JMVRX expense ratio is 0.70%, holding 108 positions across sectors including Industrials, Financials, Health Care. Inception date: 2016-09-09.

JMVRX performance shows a YTD return of 14.02%. The 1-year return is 14.69% and the 5-year return is 7.47%. JMVRX dividend yield stands at 18.64%, paid annually.

JMVRX 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 JMVRX holdings, JMVRX sectors, or JMVRX dividends.

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