JAMCX : JPMorgan Mid Cap Value Fund Class A

JAMCX is a US Stocks Market Mid-Cap Value with HIGH fees.

JAMCX

JPMorgan Mid Cap Value Fund Class A

FI Score

50 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

50% FI Score
  • jamcx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

JPMorgan Mid Cap Value Fund Class A

Expenses: 1.23% (Better than 0% of similar funds)

This is an OK choice for a Mid-Cap Value US Stocks fund. See why ยป

Fund Summary

The investment seeks growth from capital appreciation. 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 Value Index and/or between $1 billion and $20 billion at the time of purchase.

Largest Holdings

Amount Holding
2.25% Xcel Energy Inc
2.24% WEC Energy Group Inc
2.14% CMS Energy Corp
1.96% M&T Bank Corp
1.95% Loews Corp
1.80% T. Rowe Price Group Inc
1.65% Sempra Energy
1.47% Williams Companies Inc
1.46% AvalonBay Communities Inc
1.45% Zimmer Biomet Holdings Inc
1.44% Diamondback Energy Inc
1.44% Fifth Third Bancorp
1.43% Boston Properties Inc
1.41% Truist Financial Corp
1.40% AutoZone Inc
1.39% CBRE Group Inc Class A
1.35% The Hartford Financial Services Group Inc
1.28% Ameriprise Financial Inc
1.25% Edison International
1.21% Liberty SiriusXM Group C
1.20% Entergy Corp
1.19% Laboratory Corp of America Holdings
1.17% Raymond James Financial Inc
1.12% Best Buy Co Inc
1.11% Northern Trust Corp

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