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JPMorgan Mid Cap Value A (JAMCX) Fund Ranking and Research

Ranking, Research and Recommendation of JPMorgan Mid Cap Value A (JAMCX) Fund

    Last Trade: $37.49 on 6/22/2017, Change: +0.02 (0.05%)

 

Graph of JPMorgan Mid Cap Value A Fund (JAMCX) ManagerFund Manager - Jonathan K.L. Simon

Fund Manager Information

Fund Manager Tenure: 19.6 years
Fund Family: JPMorgan
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)
Simon is a managing director and has worked as a portfolio manager for JPMIM and its affiliates (or their predecessors) since 1987 and has been employed by the firm since 1980 and is currently a managing director of JPMIM. He joined the New York office in 1987 and served as president of Robert Fleming's U.S. asset management operations from 1990 until 2000. Simon holds the Certified Public Accountant designation.  Get more insights on Jonathan K.L. Simon

 

Graph of JPMorgan Mid Cap Value A Fund (JAMCX) ProfileJPMorgan Mid Cap Value A Fund (JAMCX) Profile

Fund Profile and Description

JPMorgan Mid Cap Value A Fund seeks growth from capital appreciation. JPMorgan Mid Cap Value A Fund normally invests at least 80% of assets in equity securities of mid-cap companies, which are with market capitalizations between $1 billion to $15 billion at the time of purchase. It primarily invests in common stocks and real estate investment trusts.

 

JPMorgan Mid Cap Value A (JAMCX) Fund Strength What we like about JPMorgan Mid Cap Value A (JAMCX) Fund

Data for JPMorgan Mid Cap Value A Fund (JAMCX) as of May 30, 2016

  • JPMorgan Mid Cap Value A Fund (JAMCX) management has been with JPMorgan Mid Cap Value A Fund for 19.6 years
  • JPMorgan Mid Cap Value A Fund (JAMCX) has good short-term performance (1-year return -0.91% vs -4.08% Mid-Cap Blend category median performance)
  • JPMorgan Mid Cap Value A Fund (JAMCX) has good mid-term performance (3-year return 10.08% vs 8.11% Mid-Cap Blend category median performance)
  • JPMorgan Mid Cap Value A Fund (JAMCX) has good Long-term performance (5-year return 11.52% vs 8.53% Mid-Cap Blend category median performance)
  • JPMorgan Mid Cap Value A Fund (JAMCX) ratio of up-years vs down years is greater than 2
  • JPMorgan Mid Cap Value A Fund (JAMCX) has a Morningstar rating of 4 and above
  • Asset base in JPMorgan Mid Cap Value A Fund (JAMCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • JPMorgan Mid Cap Value A Fund (JAMCX) has an annual stock turnover rate of 18.00% vs Mid-Cap Blend average of 60.70%. It is good that JPMorgan Mid Cap Value A management does not trade extensively for its return.
  • JPMorgan Mid Cap Value A Fund (JAMCX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.25, lower than category average of 12.56

JPMorgan Mid Cap Value A Fund (JAMCX) Weakness What we are cautious about JPMorgan Mid Cap Value A (JAMCX) Fund

Data for JPMorgan Mid Cap Value A Fund (JAMCX) as of May 30, 2016

  • JPMorgan Mid Cap Value A Fund (JAMCX) has a higher expense ratio of 1.23% than its Mid-Cap Blend average of 1.15%
  • JPMorgan Mid Cap Value A Fund (JAMCX) carries a 5.25% load
See JPMorgan Mid Cap Value A Fund (JAMCX) performance details as of May 30, 2016

 

What do you think?

 

Compare JPMorgan Mid Cap Value A Fund (JAMCX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
JPMorgan Mid Cap Value A5.43-0.9110.0811.52
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare JPMorgan Mid Cap Value A Fund (JAMCX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of JPMorgan Mid Cap Value A Fund (JAMCX) Net Asset TrackingJPMorgan Mid Cap Value A (JAMCX) Fund Net Asset

Track net asset change of JPMorgan Mid Cap Value A fund (JAMCX)

DateNet Asset
05/2016$15.59B
03/2016$15.18B
02/2016$13.94B
More historic net asset information on JPMorgan Mid Cap Value A Fund (JAMCX)

  

Graph of JPMorgan Mid Cap Value A Fund (JAMCX) Portfolio TrackingJPMorgan Mid Cap Value A (JAMCX) Fund Portfolio Allocation

Track portfolio allocation change of JPMorgan Mid Cap Value A fund (JAMCX)

DateCashStockBondOther
04/20163.91%96.09%0%0%
02/20161.83%98.17%0%0%
01/20160.88%99.12%0%0%
Click here to see more historic asset allocation information on JPMorgan Mid Cap Value A Fund (JAMCX)

 

graph of JPMorgan Mid Cap Value A Fund (JAMCX) Top 10 Position TrackingTop 10 Holdings in JPMorgan Mid Cap Value A (JAMCX) Fund

Discover what JPMorgan Mid Cap Value A Fund (JAMCX) manager is buying

Apr 29, 2016
Energen Corporation Common Stoc [2.12%]
Mohawk Industries, Inc. Common [1.79%]
EQT Corporation Common Stock [1.78%]
Columbia Pipeline Group, Inc. C [1.69%]
M&T Bank Corporation Common Sto [1.65%]
Loews Corporation Common Stock [1.63%]
Arrow Electronics, Inc. Common [1.6%]
Synopsys, Inc. [1.54%]
Marsh & McLennan Companies, Inc [1.38%]
SunTrust Banks, Inc. Common Sto [1.36%]

Feb 28, 2016
Mohawk Industries, Inc. Common [1.78%]
Loews Corporation Common Stock [1.63%]
Arrow Electronics, Inc. Common [1.62%]
M&T Bank Corporation Common Sto [1.59%]
Jack Henry & Associates, Inc. [1.57%]
Synopsys, Inc. [1.55%]
EQT Corporation Common Stock [1.49%]
Energen Corporation Common Stoc [1.45%]
Kroger Company (The) Common Sto [1.42%]

Jan 30, 2016
Jack Henry & Associates, Inc. [1.99%]
M&T Bank Corporation Common Sto [1.72%]
Energen Corporation Common Stoc [1.68%]
Loews Corporation Common Stock [1.67%]
EQT Corporation Common Stock [1.66%]
Mohawk Industries, Inc. Common [1.66%]
Arrow Electronics, Inc. Common [1.57%]
Synopsys, Inc. [1.5%]
Questar Corporation [1.42%]
Click here for Stock Holding Change Map in JPMorgan Mid Cap Value A Fund (JAMCX)

  

Latest News on JPMorgan Mid Cap Value A (JAMCX) Fund

See what is happening with JPMorgan Mid Cap Value A Fund (JAMCX)

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JPMorgan Mid Cap Value A Fund (JAMCX) Related ResourcesSee more information on JPMorgan Mid Cap Value A (JAMCX) Fund

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