About JMVQX
JPMorgan Mid Cap Value Fund R4 is a mutual fund designed to provide capital appreciation by investing primarily in a portfolio of high-quality U.S. mid-cap value equities. Managed by an experienced team, the fund uses a bottom-up investment approach to target companies with attractive fundamentals, such as strong management teams, competitive advantages, significant free cash flow, low cyclicality, and favorable valuations. The fund aims to identify and hold high-quality companies that appear undervalued, offering potential for long-term growth. Its portfolio is well diversified, typically holding 90 to 120 stocks across a broad range of sectors including financials, industrials, utilities, health care, and consumer staples. Notable holdings often include firms like AMETEK, Quest Diagnostics, and Hartford Insurance Group. With a focus on mid-sized companies, the fund plays a critical role for investors seeking diversification and exposure to the value segment of the mid-cap equity market. Its relatively low expense ratio further enhances its appeal among mutual funds in its category, providing cost-effective access to professional investment management.
Fund Family JPMorgan
Category Mid-Cap Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol JMVQX
Share Class Class R4
Index Russell MidCap Value TR
JMVQX had a total return of 13.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.24%.
