JMGQX Mutual Fund
JMGQX Mutual Fund
JPMorgan Mid Cap Growth Fund Class R4
JMGQX Mutual Fund Overview
JMGQX Mutual Fund (JPMorgan Mid Cap Growth Fund Class R4) is managed by J.P. Morgan Asset Management with $40.7M in net assets. JMGQX expense ratio is 0.90%, holding 112 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2016-09-09.
JMGQX performance shows a YTD return of 9.60%. The 1-year return is 12.25% and the 5-year return is 6.52%. JMGQX dividend yield stands at 8.57%, paid annually.
JMGQX 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 JMGQX holdings, sector breakdown, or dividend history.
JMGQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JMGQX alternatives are available via the screener, along with tax-loss harvesting opportunities.