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JPMorgan Insurance Tr Mid Cap Value 1
Release date as of 2022-05-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
What is this?
As of 2022-05-31
Out of 393
Mid-Cap Value Funds
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What is this?
As of 2022-03-31
Total Fund Assets ($ Mil)
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks capital appreciation with the secondary goal of achieving current income by investing primarily in equity securities.
At least 80% of the Portfolio's assets will be invested in equity securities of mid cap companies. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap Value Index and/or between $1 billion and $20 billion at the time of purchase. In implementing its main strategies, the Portfolio's investments are primarily in common stocks and real estate investment trusts (REITs).
  Morningstar Category: Mid-Cap Value
Some mid-cap value portfolios focus on medium-size companies while others land here because they own a mix of small-, mid-, and large-cap stocks. All look for U.S. stocks that are less expensive or growing more slowly than the market. Stocks in the middle 20% of the capitalization of the U.S. equity market are defined as mid-cap. Value is defined based on low valuations (low price ratios and high dividend yields) and slow growth (low growth rates for earnings, sales, book value, and cash flow). 
  Investment Risks
Mid Cap Funds: The securities of companies with market capitalizations below $10 billion may be more volatile and less liquid than the securities of larger companies.
  Portfolio Profile
Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 99.2
Bullet Non-U.S. Stocks Non-U.S. Stocks 0.0
Bullet Bonds Bonds 0.0
Bullet Cash Cash 0.6
Bullet Other Other 0.2
Asset Allocation Rescaled Graph
Data through 2022-03-31
Morningstar Equity Sectors
% of Stocks
Cyclical 51.02
Basic Materials 2.90
Consumer Cyclical 12.84
Financial Services 23.20
Real Estate 12.08
Sensitive 30.17
Communication Services 4.23
Energy 5.97
Industrials 11.37
Technology 8.60
Defensive 18.81
Consumer Defensive 4.79
Healthcare 7.04
Utilities 6.98
Data through 2022-03-31
Holding Status
Total Number of Stock Holdings 108
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 16.16
Turnover % (as of 2021-12-31) 22.00
30 Day SEC Yield % ---
Top Holdings
Sector P/E % of Net
Williams Companies Inc 30.88 1.82
M&T Bank Corp 13.75 1.78
Loews Corp 10.14 1.65
Xcel Energy Inc 25.20 1.64
Ameriprise Financial Inc 10.64 1.61
Motorola Solutions Inc 30.10 1.61
Huntington Bancshares Inc 19.55 1.55
Carlisle Companies Inc 25.39 1.52
AmerisourceBergen Corp 18.90 1.51
CMS Energy Corp 26.41 1.47
Data through 2022-03-31
  Principal Risks   
Loss of Money, Not FDIC Insured, Value Investing, Market/Market Volatility, Equity Securities, Industry and Sector Investing, Derivatives, Suitability, Shareholder Activity, Management, Mid-Cap, Real Estate/REIT Sector
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  Other Information
Inception Date: 2001-09-28
Portfolio Manager(s)
Jonathan K.L. Simon   (2001-09-28)
Jonathan K.L. Simon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, and a member of U.S. Equity Value Group. In addition, he joined the firm as an analyst in the London office, transferred to New York in 1983 and became a portfolio manager in 1987. Jonathan has held numerous key positions in the firm, including president of Robert Fleming's U.S. asset management.
Lawrence E. Playford   (2004-12-31)
Lawrence Playford is Chief investment officer of the U.S. equity value group since 2016 and portfolio manager of JPMorgan’s U.S. equity value group since 2004. He began his investment career in 1993 and has a BBA from the University of Notre Dame and an MBA from Fordham University.
Investment Advisor(s)
J.P. Morgan Investment Management, Inc.
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