JCMAX Mutual Fund

JCMAX Mutual Fund (JPMorgan Mid Cap Equity Fund Class A) is managed by J.P. Morgan Asset Management with $947.3M in net assets. JCMAX expense ratio is 1.04%, holding 213 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2009-11-02.

JCMAX performance shows a YTD return of 9.28%. The 1-year return is 10.09% and the 5-year return is 5.04%. JCMAX dividend yield stands at 0.28%, paid annually.

JCMAX top holdings include Jpmorgan Prime Money (2.1%), IQVIA Holdings Inc (1.8%), Ameriprise Financial Inc (1.5%), Cencora Inc (1.5%), Omnicom Group Inc. (1.3%). Go to all JCMAX holdings, JCMAX sectors, or JCMAX dividends.

JCMAX can be compared against other funds. Use JCMAX overlap to find shared positions, or JCMAX vs another fund for a side-by-side view. JCMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.