Mutual Funds - Profile

JPMorgan Mid Cap Equity Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify growth and value stocks.

The research team using fundamental analysis highlights companies with leading competitive positions, talented management teams and durable business models.

Next, the team seeks to identify companies with above-average growth outlook or sustainable free cash flow generation.

The investment team also considers environmental, social and governance factors when assessing investment More

Price

  • Last Close
  • $59.13
    +0.72
  • 52 Week HL
  • $63.65 - $51.3
  • Net Assets
  • $2950 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 27, 2021

Company Holding
ITT, Inc. 1.1
Synopsys, Inc. 1.1
AMETEK, Inc. 0.9
Ameriprise Financial, 0.9
Cigna Corp. 0.9
Company Holding
Fortune Brands 0.9
Loews Corp. 0.9
Roku, Inc. 0.9
Trade Desk, 0.9
Constellation Brands, 0.8
Total 9.3%

Manager

  • Name
  • Jonathan Simon
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-1 % YTD

  • 3 Year
  • 40%
  • 5 Year
  • 61.49%
  • Best
  • 21.46%
    2019
  • Worst
  • -8.05%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
JMEEX -11%21%15%28%-11%17%12%-4%11%33%15%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -1% 8.1% -23.8% 18.1% 0.9% 6.2% 0.1% 5% - - -
Q2 - 6.3% 25.2% 3.5% 4.4% 4.4% 1.7% 1% 4.6% - -
Q3 - -1.3% 7.3% -1.2% 5.5% 4.1% 3.8% -8.7% -2.1% - -
Q4 - -1.6% 7.1% -1.3% -15.3% 4.8% 1.8% 3.5% 6.6% - -

Returns +
M

J F M A M J J A S O N D
2022 -1% - - - - - - - - - - -
2021 -0.2% 5.7% 2.4% 5.3% - 1% 0.5% 2.2% -3.9% 6% -0.9% -6.3%

Annual
Return

Index Comparison

Alpha

NAV