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JPMorgan Mid Cap Equity C (JMCCX)

51.72
+0.76
+(1.49%)
As of 8:06:24 AM EDT. Market Open.
Loading Chart for JMCCX
  • Previous Close 50.96
  • YTD Return -4.63%
  • Expense Ratio 1.59%
  • 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 0.00%
  • 5y Average Return --
  • Holdings Turnover 38.00%
  • Last Dividend 0.05
  • 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

Performance Overview: JMCCX

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Trailing returns as of 4/10/2025. Category is Mid-Cap Blend.

YTD Return

JMCCX
4.63%
Category
17.04%
 

1-Year Return

JMCCX
1.26%
Category
50.44%
 

3-Year Return

JMCCX
3.17%
Category
13.15%
 

5-Year Return

JMCCX
14.60%
Category
13.75%
 

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Holdings: JMCCX

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Sector Weightings

SectorJMCCX
Technology   16.46%
Industrials   16.16%
Healthcare   9.93%
Real Estate   6.30%
Energy   5.51%
Utilities   5.27%

Recent News: JMCCX

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Research Reports: JMCCX

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