JAMCX Mutual Fund

JAMCX Mutual Fund (JPMorgan Mid Cap Value Fund Class A) is managed by J.P. Morgan Asset Management with $1.01B in net assets. JAMCX expense ratio is 1.09%, holding 108 positions across sectors including Industrials, Financials, Health Care. Inception date: 2001-04-30.

JAMCX performance shows a YTD return of 5.20%. The 1-year return is 6.92% and the 5-year return is 7.03%. JAMCX dividend yield stands at 0.75%.

JAMCX 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 JAMCX holdings, JAMCX sectors, or JAMCX dividends.

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