JCMVX – JPMorgan Mid Cap Value C Investment Strategy | Morningstar

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Strategy

The investment seeks growth from capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap® Value Index at the time of purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JMVSX	JPMorgan Mid Cap Value Fund Class I	Institutional	Open			Oct 31, 2001	$1.26B	0.840%	Average	$1M	−$399.18M
JAMCX	JPMorgan Mid Cap Value Fund Class A	Front Load	Open			Apr 30, 2001	$986.43M	1.090%	Below Average	$1,000	−$182.59M
JCMVX	JPMorgan Mid Cap Value Fund Class C	Level Load	Open			Apr 30, 2001	$22.92M	1.590%	Low	$1,000	−$6.53M
FLMVX	JPMorgan Mid Cap Value Fund Class L	Retirement, Large	Limited			Nov 13, 1997	$2.76B	0.750%	Average	$3M	−$1.59B
JMVQX	JPMorgan Mid Cap Value Fund Class R4	Retirement, Large	Open			Sep 9, 2016	$25.26M	0.850%	High	$0	−$2.95M
JMVRX	JPMorgan Mid Cap Value Fund Class R5	Retirement, Large	Open			Sep 9, 2016	$43.71M	0.700%	Below Average	$0	−$11.69M
JMVYX	JPMorgan Mid Cap Value Fund Class R6	Retirement, Large	Open			Sep 9, 2016	$4.77B	0.600%	Low	$15M	−$571.93M
JMVZX	JPMorgan Mid Cap Value Fund Class R2	Retirement, Medium	Open			Nov 3, 2008	$61.49M	1.350%	Average	$0	−$9.26M
JMVPX	JPMorgan Mid Cap Value Fund Class R3	Retirement, Medium	Open			Sep 9, 2016	$49.21M	1.100%	Low	$0	−$27.96M

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