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JPMorgan Mid Cap Value L FLMVX

Analyst rating as of
NAV / 1-Day Return
38.67  /  0.34 %
Total Assets
15.3 Bil
Adj. Expense Ratio
0.750%
Expense Ratio
0.750%
Fee Level
Average
Longest Manager Tenure
24.50 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
3,000,000
Status
Limited
TTM Yield
0.74%
Turnover
21%
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Morningstar’s Analysis

Will FLMVX outperform in future?

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

A good option despite a downgrade.

Senior Analyst

Summary

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JPMorgan Mid Cap Value benefits from an accomplished management team and sound investment process but falls short of best-in-class peers given its relatively unproven analyst roster and some recent stock-picking missteps. Accordingly, share classes with a Morningstar Analyst Rating of Gold drop to Silver or Bronze depending on their fee levels, while the lone Silver share class drops to Bronze.

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