JPMorgan SMID Cap Equity Fund (ODMCX) Research

Under typical market conditions, at least 80% of this fund's holdings will be invested in the stock of small and mid-sized companies. The fund defines 'holdings' as its net assets combined with any amounts borrowed for investment purposes. Small- to mid-cap companies are generally considered to be those with market capitalizations comparable to businesses listed within the Russell 2500® Index at the point of acquisition.

Market snapshot

Symbol
ODMCX
Price
$10.44
Day change
+1.66%
Market cap
$307.1M
52-week range
9.03-11.23
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Berkshire Focus Fund (BFOCX)
  • Crawford Small Cap Dividend Fund (CDOFX)
  • abrdn U.S. Small Cap Equity Fund (GSXIX)
  • Haverford Quality Growth Stock Fund (HAVGX)
  • ClearBridge Mid Cap Growth Fund (LBGIX)
  • Matthew 25 Fund (MXXVX)
  • Victory Integrity Mid-Cap Value Fund (MYIMX)
  • Northern Large Cap Core Fund (NOLCX)

Open JPMorgan SMID Cap Equity Fund (ODMCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.