JPMorgan Mid Cap Value Fund
Shareclass
JPMorgan Mid Cap Value L (FLMVX)
Type
Open-end mutual fund
Manager
Gender equality score
49
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,523 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
JPMorgan Mid Cap Value Fund FLMVX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. General Mills Inc1.17% of assets$154M invested
- 2. Hartford Insurance Group Inc1.39% of assets$183.45M invested
- 3. The Hershey Co0.57% of assets$75M invested
- 4. Expedia Group Inc0.81% of assets$106.52M invested
- 5. Ventas Inc0.79% of assets$104.31M invested
- 6. Discover Financial Services1.1% of assets$144.62M invested
- 7. Raymond James Financial Inc1.78% of assets$234.72M invested
- 8. Cencora Inc1.67% of assets$220.49M invested
- 9. Ralph Lauren Corp Class A1.06% of assets$138.99M invested
- 10. Freeport-McMoRan Inc0.56% of assets$73.72M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Loews Corp1.79% of assets$235.41M invested
- 2. Silgan Holdings Inc0.81% of assets$106.07M invested
- 3. Globus Medical Inc Class A0.9% of assets$118.89M invested
- 4. Woodward Inc0.57% of assets$75.69M invested
- 5. Blue Owl Capital Inc Ordinary Shares - Class A0.6% of assets$78.53M invested
- 6. The Middleby Corp0.5% of assets$65.8M invested
- 7. Mohawk Industries Inc0.92% of assets$121.05M invested
- 8. Universal Health Services Inc Class B0.41% of assets$54.09M invested
- 9. Martin Marietta Materials Inc1.02% of assets$133.81M invested
- 10. WR Berkley Corp1.3% of assets$171.71M invested
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Financial performance
Performance data provided by
Find more financial data on FLMVX at Morningstar.com
Find more financial data on FLMVX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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