JMVZX Mutual Fund
JMVZX Mutual Fund
JMVZX Mutual Fund
JPMorgan Mid Cap Value Fund Class R2
JMVZX Mutual Fund Overview
JMVZX Mutual Fund (JPMorgan Mid Cap Value Fund Class R2) is managed by J.P. Morgan Asset Management with $61.8M in net assets. JMVZX expense ratio is 1.35%, holding 108 positions across sectors including Industrials, Financials, Health Care. Inception date: 2008-11-03.
JMVZX performance shows a YTD return of 12.51%. The 1-year return is 13.93% and the 5-year return is 5.60%. JMVZX dividend yield stands at 21.23%, paid annually.
JMVZX 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 JMVZX holdings, JMVZX sectors, or JMVZX dividends.
JMVZX can be compared against other funds. Use JMVZX overlap to find shared positions, or JMVZX vs another fund for a side-by-side view. JMVZX alternatives are available via the screener, along with tax-loss harvesting opportunities.