JPMorgan Mid Cap Equity Fund Class C
JMCCX
NASDAQ
| Weiss Ratings | JMCCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | JMCCX-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 | JMCCX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan Mid Cap Equity Fund Class C | |||
| 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 | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | JMCCX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | JMCCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.51% | |||
| Asset Allocation | JMCCX-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 | JMCCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.15% | |||
| 30-Day Total Return | -3.57% | |||
| 60-Day Total Return | -2.01% | |||
| 90-Day Total Return | -0.66% | |||
| Year to Date Total Return | 0.28% | |||
| 1-Year Total Return | 14.73% | |||
| 2-Year Total Return | 10.86% | |||
| 3-Year Total Return | 33.90% | |||
| 5-Year Total Return | 24.98% | |||
| Price | JMCCX-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 | JMCCX-NASDAQ | Click to Compare |
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| Nav | $56.91 | |||
| 1-Month Low NAV | $55.16 | |||
| 1-Month High NAV | $59.25 | |||
| 52-Week Low NAV | $48.67 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $61.16 | |||
| 52-Week High Price (Date) | Oct 27, 2025 | |||
| Beta / Standard Deviation | JMCCX-NASDAQ | Click to Compare |
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| Beta | 1.02 | |||
| Standard Deviation | 13.82 | |||
| Balance Sheet | JMCCX-NASDAQ | Click to Compare |
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| Total Assets | 5.90B | |||
| Operating Ratios | JMCCX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.59% | |||
| Turnover Ratio | 61.00% | |||
| Performance | JMCCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.37% | |||
| Last Bear Market Total Return | -15.60% | |||