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 Dow Up 0.36% Nasdaq Up 0.71%

JPMorgan Mid Cap Value A (JAMCX)

37.05 Up 0.09(0.24%) Jul 22
Prev Close:36.96
YTD Return*:7.91%
Net Assets*:15.66B
Yield*:0.38%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for JAMCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MMC1.828.68
L1.65-7.70
GPS1.617.68
BLL1.5322.44
KSS1.51-4.95

Fund Basics

Morningstar Overall Rating:
Total Assets:15.66B
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.23%

Performance & Risk

YTD Return:7.91%
5y Avg Return:21.50%
Rank in Category (ytd):53
% Rank in Category (ytd):12.16%
Beta (3y):0.96
Morningstar Risk Rating:2

Fund Summary

The investment seeks growth from capital appreciation. The fund normally invests at least 80% of assets in equity securities of mid cap companies. Mid cap companies are companies with market capitalizations between $1 billion and $20 billion at the time of purchase. In implementing its main strategies, the fund's investments are primarily in common stocks and real estate investment trusts (REITs). It will use futures contracts to more effectively gain targeted equity exposure from its cash positions. View More
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