JMGZX Mutual Fund
JMGZX Mutual Fund
JPMorgan Mid Cap Growth Fund Class R2
JMGZX Mutual Fund Overview
JMGZX Mutual Fund (JPMorgan Mid Cap Growth Fund Class R2) is managed by J.P. Morgan Asset Management with $55.4M in net assets. JMGZX expense ratio is 1.40%, holding 112 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2009-06-19.
JMGZX performance shows a YTD return of 9.35%. The 1-year return is 11.71% and the 5-year return is 6.16%. JMGZX dividend yield stands at 9.90%, paid annually.
JMGZX top holdings include Howmet Aerospace Inc. (3.5%), Hilton Worldwide Holdings, Inc. (3.4%), Vertiv Group Corp (3.4%), Royal Caribbean Cruises Ltd. (3.1%), Quanta (2.9%). View all JMGZX holdings, sector breakdown, or dividend history.
JMGZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JMGZX alternatives are available via the screener, along with tax-loss harvesting opportunities.