JP Morgan Mid Cap Value Fund-A Share Class

Frequently Asked Questions About JAMCX

What does JAMCX invest in?

Under typical market conditions, this fund allocates a minimum of 80% of its total capital to the equity shares of mid-sized companies. For the purpose of this policy, "assets" refers to the fund's net worth combined with any funds borrowed for investment. A company is classified as "mid-cap" if its market capitalization falls within the range of the Russell Midcap® Value Index at the moment of purchase.

What is the expense ratio of JAMCX?

JP Morgan Mid Cap Value Fund-A Share Class (JAMCX) charges an expense ratio of 1.09%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JAMCX?

JP Morgan Mid Cap Value Fund-A Share Class (JAMCX) manages $9.85B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is JAMCX actively managed or an index fund?

JAMCX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was JAMCX launched?

JP Morgan Mid Cap Value Fund-A Share Class (JAMCX) launched in April 2001 and is managed by JPMorgan.

How has JAMCX performed?

JAMCX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.