Nasdaq - Delayed Quote USD
JPMorgan Mid Cap Equity R5 (JMEEX)
58.22
-0.06
(-0.10%)
At close: 8:01:24 PM EDT
Investment Information
- Min Initial Investment
- 15,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Schwab Institutional
- JPMorgan
- Vanguard
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Scottrade TF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- RBC Wealth Management-Wrap Eligible
- ING Financial Partners Inc.
- Securities America Inc.
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- DailyAccess Corporation Matrix
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Avantax
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Mid-Cap Blend |
| Fund Family | JPMorgan |
| Net Assets | 5.11B |
| YTD Return | -4.43% |
| Yield | 0.59% |
| Morningstar Rating | |
| Inception Date | Nov 02, 2009 |
Performance & Risk
| YTD Return | -8.48% |
| 5y Average Return | 12.33% |
| Rank in Category (ytd) | 48 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
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