JMEEX Mutual Fund
JMEEX Mutual Fund
JPMorgan Mid Cap Equity Fund Class R5
JMEEX Mutual Fund Overview
JMEEX Mutual Fund (JPMorgan Mid Cap Equity Fund Class R5) is managed by J.P. Morgan Asset Management with $9.7M in net assets. JMEEX expense ratio is 0.70%, holding 191 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2014-03-14.
JMEEX performance shows a YTD return of 10.23%. The 1-year return is 15.03% and the 5-year return is 8.15%. JMEEX dividend yield stands at 5.65%, paid annually.
JMEEX 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 JMEEX holdings, sector breakdown, or dividend history.
JMEEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JMEEX alternatives are available via the screener, along with tax-loss harvesting opportunities.