Jpmorgan Smid Cap Equity Fund Class A: (MF: PECAX)
(NASDAQ Mutual Funds) As of May 29, 2025 08:00 PM ET
$15.88 USD
+0.05 (0.32%)
Fund Description
The fund was incepted in May 1992 and is managed by Banc One Investment Advisor. The fund seeks long-term capital growth by investing primarily in equity securities of companies with intermediate capitalizations. The fund invests mainly in equity securities of mid-cap companies. Mid-cap companies are defined as companies with market capitalizations of $500 million to $10 billion at the time of investment. The fund looks for companies of this size with strong potential, stable market share and an ability to quickly respond to new business opportunities. In choosing securities, the fund invests in mid-cap and other companies across different capitalization levels targeting both value and growth-oriented companies. The fund offers dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| JPMorgan SMID Cap Equity A | PECAX | 5.25 | NA | 0.00 | 0.25 | 0.55 | 1.08 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| JPMorgan Intrepid Mid Cap A | PECAX | 15.88 | 3/2/1992 | 0.19 | 1.86 | 1.92 | 8.66 |
| JPMorgan Intrepid Mid Cap Sel | WOOPX | 17.30 | 5/31/1991 | 0.38 | 2.10 | 2.15 | 8.91 |
| JPMorgan Intrepid Mid Cap C | ODMCX | 10.16 | 3/22/1999 | 0.00 | 1.30 | 1.41 | 8.11 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| JPMorgan SMID Cap Equity A | PECAX | 1000 | 50 | 0 | A |
Contact Information
| Family | J.P. Morgan |
| Address | P.O.Box 8528 Boston, MA 02266 |
| Phone | 800 480-4111 |