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Jpmorgan Mid Cap Equity Fund Class R6 (JPPEX)

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71.30 +0.57    +0.81%
25/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.43B
JPMorgan Mid Cap Equity R6 71.30 +0.57 +0.81%

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 Change29.85%
Prev. Close70.73
Risk Rating
TTM Yield0.65%
ROE18.82%
IssuerN/A
Turnover38%
ROA6%
Inception Date41712
Total Assets3.43B
Expenses0.64%
Min. Investment15,000,000
Market Cap22.35B
CategoryMid - Cap Blend
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Jpmorgan Mid Cap Equity Fund Class R6 Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1128 1041 1323 1110 1744 2713
Fund Return 12.82% 4.14% 32.27% 3.54% 11.77% 10.49%
Place in category 208 55 223 245 61 22
% in Category 48 11 55 68 23 11

Top Equity Funds by JPMorgan

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Large Cap Growth R6 66.51B 26.92 9.12 17.38
  JPMorgan Large Cap Growth Select 25.36B 26.65 8.85 17.07
  JPMorgan Equity Income R6 23.74B 15.20 6.90 9.96
  JPMorgan US Equity R6 18.09B 22.19 9.31 13.64
  JPMorgan Equity Income Select 17.08B 14.96 6.64 9.68

Top Funds for Mid-Cap Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Mid Cap Index Adm 62.61B 14.22 2.94 9.79
  Fidelity Extended Market Index Ins 40.04B 12.38 -0.34 9.27
  Fidelity Mid Cap Index Fund Institu 36.34B 14.03 3.57 9.80
  Vanguard Extended Market Index Inst 32.72B 12.38 -0.32 -
  Vanguard Extended Market Idx Adm 24.86B 12.35 -0.36 9.26

Top Holdings

Name ISIN Weight % Last Change %
  Ametek US0311001004 1.36 197.13 +0.01%
  ITT US45073V1089 1.34 158.68 -0.59%
  Ameriprise Financial US03076C1062 1.28 574.12 +0.69%
  Raymond James Financial US7547301090 1.20 168.96 +1.14%
  Williams US9694571004 1.19 58.36 +0.29%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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