JMVRX Mutual Fund
JMVRX Mutual Fund
JMVRX Mutual Fund
JPMorgan Mid Cap Value Fund Class R5
JMVRX Mutual Fund Overview
JMVRX Mutual Fund (JPMorgan Mid Cap Value Fund Class R5) is managed by J.P. Morgan Asset Management with $44.7M 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 5.51%. The 1-year return is 7.32% and the 5-year return is 7.47%. JMVRX dividend yield stands at 1.09%.
JMVRX top holdings include I Q V I A 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.