About JMVZX
JPMorgan Mid Cap Value Fund R2 is a mutual fund designed to provide capital appreciation by investing primarily in high-quality U.S. mid-cap value equity securities. The fund employs a bottom-up investment approach, focusing on companies with strong fundamentals, sustainable competitive advantages, significant free cash flow, robust management teams, and attractive valuations. Its portfolio is diversified across various sectors, including financials, industrials, utilities, health care, and information technology, with the aim of identifying firms that are undervalued yet positioned for growth. The fund is managed by an experienced team, emphasizing disciplined stock selection. With a strategic focus on mid-cap equities, it serves investors seeking exposure to companies that are typically more established than small caps but offer greater growth potential than large caps, playing a significant role in portfolio diversification within the broader equity market.
Fund Family JPMorgan
Category Mid-Cap Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol JMVZX
Share Class Class R2
Index Russell MidCap Value TR
JMVZX had a total return of 12.99% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.06%.
