JPMorgan Mid Cap Equity Fund Class C
JMCCX
NASDAQ
| Weiss Ratings | JMCCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | JMCCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Felise Agranoff (4), Lawrence E. Playford (4), Daniel Bloomgarden (2), 2 others | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JMCCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | JMCCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.51% | |||
| Asset Allocation | JMCCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.01% | |||
| Stock | 96.99% | |||
| U.S. Stock | 96.37% | |||
| Non-U.S. Stock | 0.62% | |||
| 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 |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.82% | |||
| 30-Day Total Return | -0.48% | |||
| 60-Day Total Return | -2.76% | |||
| 90-Day Total Return | -7.45% | |||
| Year to Date Total Return | -3.50% | |||
| 1-Year Total Return | 4.84% | |||
| 2-Year Total Return | 25.90% | |||
| 3-Year Total Return | 17.91% | |||
| 5-Year Total Return | 80.36% | |||
| Price | JMCCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $55.27 | |||
| 1-Month Low NAV | $48.67 | |||
| 1-Month High NAV | $55.27 | |||
| 52-Week Low NAV | $48.67 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $64.13 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | JMCCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.02 | |||
| Standard Deviation | 18.03 | |||
| Balance Sheet | JMCCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 5.08B | |||
| Operating Ratios | JMCCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.59% | |||
| Turnover Ratio | 38.00% | |||
| Performance | JMCCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 17.37% | |||
| Last Bear Market Total Return | -15.60% | |||