JMCEX Mutual Fund
JMCEX Mutual Fund
JPMorgan Mid Cap Equity Fund Class R2
JMCEX Mutual Fund Overview
JMCEX Mutual Fund (JPMorgan Mid Cap Equity Fund Class R2) is managed by J.P. Morgan Asset Management with $4.3M in net assets. JMCEX expense ratio is 1.35%, holding 191 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2014-03-14.
JMCEX performance shows a YTD return of 9.88%. The 1-year return is 14.27% and the 5-year return is 7.50%. JMCEX dividend yield stands at 5.59%, paid annually.
JMCEX 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%). View all JMCEX holdings, sector breakdown, or dividend history.
JMCEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JMCEX alternatives are available via the screener, along with tax-loss harvesting opportunities.