Nasdaq - Delayed Quote USD

JPMorgan SMID Cap Equity Fund (PECAX)

16.24
-0.05
(-0.31%)
As of 8:09:25 AM EDT. Market Open.
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  • Previous Close 16.29
  • YTD Return -8.73%
  • Expense Ratio 1.09%
  • Category Mid-Cap Blend
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 357.69M
  • Beta (5Y Monthly) 1.05
  • Yield 0.19%
  • 5y Average Return --
  • Holdings Turnover 39.00%
  • Last Dividend 0.03
  • Inception Date Mar 22, 1999

Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities of small- to mid-cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small- to mid-cap companies are generally considered to be those companies with market capitalizations similar to those within the universe of the Russell 2500® Index at the time of purchase.

JPMorgan

Fund Family

Mid-Cap Blend

Fund Category

357.69M

Net Assets

1999-03-22

Inception Date

More about JPMorgan SMID Cap Equity Fund

Performance Overview: PECAX

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Trailing returns as of 5/16/2025. Category is Mid-Cap Blend.

YTD Return

PECAX
8.73%
Category
17.04%
 

1-Year Return

PECAX
1.86%
Category
50.44%
 

3-Year Return

PECAX
1.92%
Category
13.15%
 

5-Year Return

PECAX
8.66%
Category
13.75%
 

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Holdings: PECAX

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Sector Weightings

SectorPECAX
Industrials   23.84%
Financial Services   19.45%
Technology   12.62%
Consumer Cyclical   12.60%
Healthcare   10.61%
Basic Materials   6.25%
Real Estate   5.86%
Consumer Defensive   3.98%
Energy   3.68%
Utilities   1.12%
Communication Services   0.00%
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Recent News: PECAX

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Research Reports: PECAX

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