- 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 $11.40B 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.
