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Nasdaq - Delayed Quote USD

JPMorgan Mid Cap Equity Fund (JCMAX)

55.99
+0.82
+(1.49%)
At close: 8:01:17 PM EDT
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  • Previous Close 55.17
  • YTD Return -4.52%
  • Expense Ratio 1.09%
  • Category Mid-Cap Blend
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 5.11B
  • Beta (5Y Monthly) 1.00
  • Yield 0.24%
  • 5y Average Return --
  • Holdings Turnover 38.00%
  • Last Dividend 0.15
  • Inception Date Nov 2, 2009

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap® Index at the time of purchase.

JPMorgan

Fund Family

Mid-Cap Blend

Fund Category

5.11B

Net Assets

2009-11-02

Inception Date

More about JPMorgan Mid Cap Equity Fund

Performance Overview: JCMAX

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Trailing returns as of 4/9/2025. Category is Mid-Cap Blend.

YTD Return

JCMAX
4.52%
Category
17.04%
 

1-Year Return

JCMAX
0.77%
Category
50.44%
 

3-Year Return

JCMAX
3.69%
Category
13.15%
 

5-Year Return

JCMAX
15.18%
Category
13.75%
 

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Holdings: JCMAX

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Sector Weightings

SectorJCMAX
Financial Services   18.28%
Technology   16.46%
Industrials   16.16%
Consumer Cyclical   13.05%
Healthcare   9.93%
Real Estate   6.30%
Energy   5.51%
Utilities   5.27%
Consumer Defensive   4.49%
Communication Services   2.33%
Basic Materials   2.21%
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Recent News: JCMAX

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Research Reports: JCMAX

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