JMGFX Mutual Fund
JMGFX Mutual Fund
JPMorgan Mid Cap Growth Fund Class R5
JMGFX Mutual Fund Overview
JMGFX Mutual Fund (JPMorgan Mid Cap Growth Fund Class R5) is managed by J.P. Morgan Asset Management with $580.6M in net assets. JMGFX expense ratio is 0.74%, holding 112 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2011-11-01.
JMGFX performance shows a YTD return of 9.68%. The 1-year return is 12.44% and the 5-year return is 6.65%. JMGFX dividend yield stands at 8.26%, paid annually.
JMGFX top holdings include Howmet Aerospace Inc. (3.5%), Hilton Worldwide Holdings, Inc. (3.4%), Vertiv Holding Corp (3.4%), Royal Caribbean Cruises Ltd. (3.1%), Ouanta Services (2.9%). View all JMGFX holdings, sector breakdown, or dividend history.
JMGFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JMGFX alternatives are available via the screener, along with tax-loss harvesting opportunities.