JPMorgan Mid Cap Equity Fund Class R2
JMCEX
NASDAQ
| Weiss Ratings | JMCEX-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 | JMCEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Felise Agranoff (5), Lawrence E. Playford (5), Ryan N Jones (2), 2 others | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JMCEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | JPMorgan Mid Cap Equity Fund Class R2 | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 14, 2014 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JMCEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.17% | |||
| Dividend | JMCEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.34% | |||
| Asset Allocation | JMCEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.84% | |||
| Stock | 98.16% | |||
| U.S. Stock | 97.73% | |||
| Non-U.S. Stock | 0.43% | |||
| 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 | JMCEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.76% | |||
| 30-Day Total Return | -5.63% | |||
| 60-Day Total Return | -1.85% | |||
| 90-Day Total Return | -1.58% | |||
| Year to Date Total Return | 6.31% | |||
| 1-Year Total Return | 6.37% | |||
| 2-Year Total Return | 13.90% | |||
| 3-Year Total Return | 39.44% | |||
| 5-Year Total Return | 27.02% | |||
| Price | JMCEX-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 | JMCEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $64.02 | |||
| 1-Month Low NAV | $63.95 | |||
| 1-Month High NAV | $67.84 | |||
| 52-Week Low NAV | $58.58 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $69.06 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | JMCEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.89 | |||
| Standard Deviation | 13.83 | |||
| Balance Sheet | JMCEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 6.11B | |||
| Operating Ratios | JMCEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.35% | |||
| Turnover Ratio | 97.00% | |||
| Performance | JMCEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 17.45% | |||
| Last Bear Market Total Return | -15.55% | |||