JMVPX Mutual Fund

JMVPX Mutual Fund (JPMorgan Mid Cap Value Fund Class R3) is managed by J.P. Morgan Asset Management with $50.5M in net assets. JMVPX expense ratio is 1.10%, holding 108 positions across sectors including Industrials, Financials, Health Care. Inception date: 2016-09-09.

JMVPX performance shows a YTD return of 5.21%. The 1-year return is 6.92% and the 5-year return is 6.36%. JMVPX dividend yield stands at 21.09%, paid annually.

JMVPX 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 JMVPX holdings, JMVPX sectors, or JMVPX dividends.

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