JMVSX : JPMorgan Mid Cap Value Fund Class I

JMVSX is a US Stocks Market Mid-Cap Value with MODERATE fees.

JMVSX

JPMorgan Mid Cap Value Fund Class I

FI Score

57 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

57% FI Score
  • jmvsx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

JPMorgan Mid Cap Value Fund Class I

Expenses: 0.98% (Better than 1% 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
1.92% Xcel Energy Inc
1.89% T. Rowe Price Group Inc
1.81% Williams Companies Inc
1.79% WEC Energy Group Inc
1.75% CMS Energy Corp
1.69% M&T Bank Corp
1.68% Loews Corp
1.66% AutoZone Inc
1.64% Sempra Energy
1.52% Zimmer Biomet Holdings Inc
1.45% Laboratory Corp of America Holdings
1.44% Diamondback Energy Inc
1.42% AvalonBay Communities Inc
1.33% Edison International
1.31% Best Buy Co Inc
1.29% Ameriprise Financial Inc
1.26% AmerisourceBergen Corp
1.25% Boston Properties Inc
1.22% Fifth Third Bancorp
1.21% Sherwin-Williams Co
1.19% Entergy Corp
1.18% Liberty SiriusXM Group C
1.17% Northern Trust Corp
1.16% Universal Health Services Inc Class B
1.15% CBRE Group Inc Class A

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