Nasdaq - Delayed Quote USD

JPMorgan Mid Cap Equity Fund (JCMAX)

67.92 +0.96 (+1.43%)
At close: 8:00 PM EST
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DELL
  • Previous Close 66.96
  • YTD Return 12.37%
  • Expense Ratio 1.09%
  • Category Mid-Cap Blend
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 4.82B
  • Beta (5Y Monthly) 0.95
  • Yield 0.28%
  • 5y Average Return --
  • Holdings Turnover 38.00%
  • Last Dividend 0.18
  • Inception Date Nov 2, 2009

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap? Index at the time of purchase.

JPMorgan

Fund Family

Mid-Cap Blend

Fund Category

4.82B

Net Assets

2009-11-02

Inception Date

Performance Overview: JCMAX

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Trailing returns as of 11/20/2024. Category is Mid-Cap Blend.

YTD Return

JCMAX
12.37%
Category
17.04%
?

1-Year Return

JCMAX
31.62%
Category
50.44%
?

3-Year Return

JCMAX
3.03%
Category
13.15%
?

5-Year Return

JCMAX
11.21%
Category
13.75%
?

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Holdings: JCMAX

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Top 9 Holdings (11.87% of Total Assets)

SymbolCompany% Assets
JINXX
JPMorgan Trust I - JPMorgan Prime Money Market Fund 1.95%
AME
AMETEK, Inc. 1.36%
ITT
ITT Inc. 1.34%
AMP
Ameriprise Financial, Inc. 1.28%
RJF
Raymond James Financial, Inc. 1.20%
WMB
The Williams Companies, Inc. 1.19%
TDY
Teledyne Technologies Incorporated 1.19%
HUBB
Hubbell Incorporated 1.18%
L
Loews Corporation 1.18%

Sector Weightings

Recent News: JCMAX

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Research Reports: JCMAX

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