JPMorgan Mid Cap Equity Fund Class A
JCMAX
NASDAQ
| Weiss Ratings | JCMAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | JCMAX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Felise Agranoff (5), Lawrence E. Playford (5), Ryan N Jones (1), 2 others | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JCMAX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan Mid Cap Equity Fund Class A | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 02, 2009 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.05 | |||
| Back End Fee | -- | |||
| Dividends and Shares | JCMAX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.27% | |||
| Dividend | JCMAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.51% | |||
| Asset Allocation | JCMAX-NASDAQ | Click to Compare |
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| Cash | 2.57% | |||
| Stock | 97.43% | |||
| U.S. Stock | 97.27% | |||
| Non-U.S. Stock | 0.16% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | JCMAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.17% | |||
| 30-Day Total Return | -3.53% | |||
| 60-Day Total Return | -1.92% | |||
| 90-Day Total Return | -0.54% | |||
| Year to Date Total Return | 0.42% | |||
| 1-Year Total Return | 15.31% | |||
| 2-Year Total Return | 11.98% | |||
| 3-Year Total Return | 35.94% | |||
| 5-Year Total Return | 28.16% | |||
| Price | JCMAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | JCMAX-NASDAQ | Click to Compare |
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| Nav | $62.03 | |||
| 1-Month Low NAV | $60.12 | |||
| 1-Month High NAV | $64.56 | |||
| 52-Week Low NAV | $52.69 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $66.39 | |||
| 52-Week High Price (Date) | Oct 27, 2025 | |||
| Beta / Standard Deviation | JCMAX-NASDAQ | Click to Compare |
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| Beta | 1.03 | |||
| Standard Deviation | 13.82 | |||
| Balance Sheet | JCMAX-NASDAQ | Click to Compare |
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| Total Assets | 5.90B | |||
| Operating Ratios | JCMAX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.09% | |||
| Turnover Ratio | 61.00% | |||
| Performance | JCMAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.70% | |||
| Last Bear Market Total Return | -15.49% | |||