- 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 $6.31B 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.
