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JPPEX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

JPMorgan Mid Cap Equity R6 (JPPEX) Ownership - Who owns JPMorgan Mid Cap Equity R6?

The investment seeks long-term capital growth... Show more

Category: #Mid-Cap Blend

Profile

Category
Mid-Cap Blend
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Blend
Total Expense Ratio
0.60
Min. Initial Investment
15000000.00
Fund Existence
about 11 years
Turnover
38.00
Front Load
N/A
Net Assets
5139949000.00
Manager Tenure
N/A

Fundamentals

JPPEX
Net Assets
5.14B
Fund Existence
about 11 years
Turnover
38.00
Total Expense Ratio
0.60
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
15000000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.70
Assets in Top Ten Holdings
564M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
3.24B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.60
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
203.00
Number of Net Holdings
203.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
13.67%
Gain YTD
-3.962
Annual Yield % from dividends
0.69
Returns for 1 year
-1.99
Returns for 3 years
5.86
Returns for 5 years
72.82
Returns for 10 years
36.30
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General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com