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JPMorgan SMID Cap Equity A PECAX

Analyst rating as of
NAV / 1-Day Return
22.42  /  0.45 %
Total Assets
426.1 Mil
Adj. Expense Ratio
1.140%
Expense Ratio
1.140%
Fee Level
Below Average
Longest Manager Tenure
0.97 years
Category
Mid-Cap Blend
Investment Style
Mid Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.48%
Turnover
122%
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Morningstar’s Analysis

Will PECAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A solid offering.

Summary

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JPMorgan SMID Cap Equity’s consistent emphasis on steady, well-positioned businesses sets it apart. After considering fees, its value proposition relative to peers is strong enough to upgrade five of the six share classes to a Morningstar Analyst Rating of Silver from Bronze, while the remaining one retains Bronze.