JPMorgan Mid Cap Equity R2

Frequently Asked Questions About JMCEX

What does JMCEX invest in?

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap® Index at the time of purchase.

What is the expense ratio of JMCEX?

JPMorgan Mid Cap Equity R2 (JMCEX) charges an expense ratio of 1.35%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JMCEX?

JPMorgan Mid Cap Equity R2 (JMCEX) 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 JMCEX actively managed or an index fund?

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

When was JMCEX launched?

JPMorgan Mid Cap Equity R2 (JMCEX) launched in March 2014 and is managed by JPMorgan.

How has JMCEX performed?

JMCEX'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.