JPMorgan Mid Cap Equity Fund

Frequently Asked Questions About JCMAX

What does JCMAX invest in?

Under typical conditions, the fund allocates at least 80% of its total investment capital to stocks of medium-sized enterprises. This capital encompasses the fund's net worth along with any funds borrowed for investment activities. Medium-sized enterprises are identified as those whose market capitalization aligns with the companies comprising the Russell Midcap® Index at the time of their acquisition.

What is the expense ratio of JCMAX?

JPMorgan Mid Cap Equity Fund (JCMAX) charges an expense ratio of 1.09%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JCMAX?

JPMorgan Mid Cap Equity Fund (JCMAX) manages $5.78B 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 JCMAX actively managed or an index fund?

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

When was JCMAX launched?

JPMorgan Mid Cap Equity Fund (JCMAX) launched in November 2009 and is managed by JPMorgan.

How has JCMAX performed?

JCMAX'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.