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Jpmorgan Mid Cap Equity Fund Cl A: (MF: JCMAX)
(NASDAQ Mutual Funds) As of May 6, 2025 08:00 PM ET
$59.20 USD
-0.52 (-0.87%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -4.52 | 43 |
| 3 months | -4.52 | 43 |
| 6 months | -3.29 | 48 |
| 1 Year | -0.77 | 76 |
| 3 Year | 3.69 | 74 |
| 5 Year | 15.18 | 65 |
| 10 Year | 8.71 | 63 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 26.02 |
| % Yield | 0.23 |
| % SEC Yield | NA |
| Net Assets (Mil $) 3/31/2025 | 830.00 |
| % Turnover 3/31/2025 | 38.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.99 | 0.99 | 1.03 |
| Alpha | -4.72 | -2.61 | -3.49 |
| R Squared | 0.86 | 0.86 | 0.88 |
| Std. Dev. | 18.40 | 18.19 | 16.94 |
| Sharpe | 0.06 | 0.77 | 2.00 |
Sector / Country Weightings
| As of 3/31/2025 | % of Portfolio |
|---|---|
| NA | NA |
Portfolio Holdings
| Top Equity Holdings (As of 12/31/2024) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| TOTAL*SHORT TERM INVESTME | 2.69 | 140.86 |
| AMERIPRISE FINANCIAL INC | 1.41 | 73.90 |
| RAYMOND JAMES FINANCIAL I | 1.40 | 73.19 |
| LOEWS CORP | 1.33 | 69.60 |
| AMETEK INC | 1.24 | 64.67 |
| ITT INC | 1.20 | 62.91 |
| WILLIAMS COMPANIES INC | 1.16 | 60.55 |
| AMERISOURCEBERGEN CORP | 1.11 | 58.15 |
| TELEDYNE TECHNOLOGIES INC | 1.11 | 58.10 |
Stock Holding % of Net Assets
| As Of | 12/31/2024 |
| Total Issues | 199 |
| Avg. P/E | 22.52 |
| Avg. P/Book | 3.28 |
| Avg. EPS Growth | 11.1 |
| Avg. Market Value (Mil $) | 29,996 |
Composition
| % of Portfolio | |
| Stocks | 97.23 |
| Foreign Stocks | 1.54 |
| Cash | 2.70 |
| Bonds | 0.00 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 0.00 |
| Other | 0.08 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 10.53 |
| Large Value | 54.45 |
| Small Growth | 22.62 |
| Small Value | 4.16 |
| Foreign Stock | 0.98 |
| Emerging Market | 0.00 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 1.89 |