JMVYX Mutual Fund

JMVYX Mutual Fund (JPMorgan Mid Cap Value Fund Class R6) is managed by J.P. Morgan Asset Management with $4.78B in net assets. JMVYX expense ratio is 0.60%, holding 108 positions across sectors including Industrials, Financials, Health Care. Inception date: 2016-09-09.

JMVYX performance shows a YTD return of 13.06%. The 1-year return is 14.79% and the 5-year return is 7.95%. JMVYX dividend yield stands at 18.68%, paid annually.

JMVYX 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 JMVYX holdings, JMVYX sectors, or JMVYX dividends.

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