JPMorgan Mid Cap Value Fund
Shareclass
JPMorgan Mid Cap Value I (JMVSX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund JPMorgan Mid Cap Value Fund
FUND COVERAGE
# of holdings105
% of assets99%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. General Mills Inc0.5%$62.01M
- 2. Ralph Lauren Corp Class A1.01%$124.8M
- 3. Expedia Group Inc0.77%$95.04M
- 4. Alcoa Corp0.31%$37.52M
- 5. The Hartford Insurance Group Inc1%$123.53M
- 6. The Hershey Co0.75%$92.54M
- 7. Sempra0.66%$81.07M
- 8. Owens-Corning Inc0.39%$48.54M
- 9. Freeport-McMoRan Inc0.38%$46.84M
- 10. Raymond James Financial Inc1.96%$240.49M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Silgan Holdings Inc1.06%$130.36M
- 2. Chemed Corp0.49%$59.99M
- 3. Brown & Brown Inc0.6%$73.62M
- 4. Globus Medical Inc Class A0.99%$121.53M
- 5. Blue Owl Capital Inc Ordinary Shares - Class A0.64%$78.96M
- 6. The Middleby Corp0.9%$110.93M
- 7. Mohawk Industries Inc1.03%$126.43M
- 8. Woodward Inc0.56%$68.6M
- 9. WR Berkley Corp0.71%$86.71M
- 10. Teledyne Technologies Inc1.21%$148.56M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund JPMorgan Mid Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
2
$229.48M
1.87%
Prisons high risk
1
$141.84M
1.15%
Private prisons
0
$0
0%
Borders
2
$290.4M
2.36%
Borders high risk
2
$290.4M
2.36%
Total
3
$378.03M
3.07%
Holdings — 3 flagged holdings
1.
Teledyne Technologies Inc
:$148.56M
1.21%
2.
Regions Financial Corp
:$141.84M
1.15%
3.
The Kroger Co
$87.64M
0.71%
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 JMVSX
Environment
Social
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