JPPEX Mutual Fund

JPPEX Mutual Fund (JPMorgan Mid Cap Equity Fund Class R6) is managed by J.P. Morgan Asset Management with $4.79B in net assets. JPPEX expense ratio is 0.60%, holding 191 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2014-03-14.

JPPEX performance shows a YTD return of 10.27%. The 1-year return is 12.30% and the 5-year return is 6.46%. JPPEX dividend yield stands at 5.85%, paid annually.

JPPEX top holdings include Jpmorgan Prime Money Market Fund, Class Im (2.7%), Iqvia Holdings Inc (1.7%), Cencora Inc (1.6%), Raymond James Financial Inc. (1.4%), Marathon Petroleum Corp (1.4%). 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.