JPMorgan Mid Cap Value’s long-tenured team and proven quality approach earn the fund’s cheapest share classes a Morningstar Analyst Rating of Gold, while its more expensive share classes earn a Silver.
JPMorgan Mid Cap Value L FLMVX
NAV / 1-Day Return
43.41
/
1.94
%
Total Assets
16.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.750%
Expense Ratio
0.750%
Fee Level
Below Average
Longest Manager Tenure
23.60
years
Category
Mid-Cap Value
Investment Style
Mid ValueMin. Initial Investment
3,000,000
Status
Limited
TTM Yield
0.93%
Turnover
18%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will FLMVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FLMVX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FLMVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of FLMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Untarnished despite recent weakness.
