JPPEX Mutual Fund

JPPEX Mutual Fund (JPMorgan Mid Cap Equity Fund Class R6) is managed by J.P. Morgan Asset Management with $4.37B in net assets. JPPEX expense ratio is 0.60%, holding 213 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2014-03-14.

JPPEX performance shows a YTD return of 10.85%. The 1-year return is 11.03% and the 5-year return is 6.13%. JPPEX dividend yield stands at 5.82%, paid annually.

JPPEX top holdings include Jpmorgan Prime Money (2.1%), Iqvia Holdings Inc (1.8%), Ameriprise Financial Inc (1.5%), Cencora Inc (1.5%), Omnicom Group Inc. (1.3%). Go to all JPPEX holdings, JPPEX sectors, or JPPEX dividends.

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