JPMorgan funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $1,000.
Visit JPMorgan's website to open an account and purchase JMVYX.
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JPMorgan Mid Cap Value Fund
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JMVYX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on JMVYX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
JPMorgan Mid Cap Value Fund
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Pre-filled with JMVYX's historical average return
Important: This projection uses simplified assumptions based on JMVYX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
What Is a Mutual Fund?
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How to Read Fund Performance Reports
Understand 1-year, 3-year, and 5-year returns and what they actually mean.
JMVYX is the ticker symbol for JPMorgan Mid Cap Value Fund, a Mid-Cap Value mutual fund managed by JPMorgan.
JMVYX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
JMVYX has posted a 1-year return of +13.45%, 3-year return of +13.48%, 5-year return of +11.07%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
JMVYX requires a minimum initial investment of $1,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether JMVYX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Mid-Cap Value category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.
