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Jpmorgan Mid Cap Equity Fund Class R6 (JPPEX)

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60.47 +1.38    +2.34%
14/03 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 3.17B
Type:  Fund
Market:  United States
Issuer:  JPMorgan
Asset Class:  Equity
JPMorgan Mid Cap Equity R6 60.47 +1.38 +2.34%

JPPEX Overview

 
Find basic information about the Jpmorgan Mid Cap Equity Fund Class R6 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add JPPEX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 4.14%
Prev. Close59.09
Risk Rating
TTM Yield0.65%
ROE19.56%
IssuerJPMorgan
Turnover38%
ROA5.70%
Inception Date41712
Total Assets3.17B
Expenses0.64%
Min. Investment15,000,000
Market Cap24.4B
CategoryMid - Cap Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1009 943 1096 1208 1806 2589
Fund Return 0.91% -5.72% 9.57% 6.49% 12.55% 9.98%
Place in category 175 127 155 186 129 21
% in Category 43 37 45 55 46 11

Top Equity Funds by JPMorgan

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Large Cap Growth R6 63.21B -0.18 15.79 17.17
  JPMorgan Large Cap Growth Select 24.96B -0.23 15.51 16.87
  JPMorgan Equity Income R6 21.8B 6.25 7.98 9.90
  JPMorgan US Equity R6 16.88B 0.40 11.65 13.23
  JPMorgan Equity Income Select 15.28B 6.20 7.71 9.61

Top Funds for Mid-Cap Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Mid Cap Index Adm 63.62B 2.48 6.86 9.39
  Fidelity Extended Market Index Ins 39.44B -1.09 5.89 8.91
  Fidelity Mid Cap Index Fund Institu 38.34B 1.27 7.19 9.35
  Vanguard Extended Market Index Inst 34.3B -1.08 5.90 -
  Vanguard Extended Market Idx Adm 25.02B -1.08 5.85 8.91

Top Holdings

Name ISIN Weight % Last Change %
  Raymond James Financial US7547301090 1.47 142.39 +1.85%
  Ameriprise Financial US03076C1062 1.40 485.83 +2.87%
  Ametek US0311001004 1.32 176.14 +1.87%
  Loews US5404241086 1.30 86.42 +1.97%
  ITT US45073V1089 1.23 134.92 +3.84%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Sell Neutral
Technical Indicators Strong Sell Strong Sell BUY
Summary Strong Sell Strong Sell Neutral
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