JVAIX Mutual Fund (JPMorgan Value Advantage Fund Class L) is managed by J.P. Morgan Asset Management with $1.18B in net assets. JVAIX expense ratio is 0.70%, holding 116 positions across sectors including Financials, Unknown, Health Care. Inception date: 2005-02-28.

JVAIX performance shows a YTD return of 9.50%. The 1-year return is 17.12% and the 5-year return is 8.47%. JVAIX dividend yield stands at 11.62%, paid annually.

JVAIX top holdings include Berkshire Hathaway, Inc. (3.6%), Jpmorgan Prime Money Market Fund, Class Im (2.7%), Wells Fargo & Co (2.5%), JOHNSON AND JOHNSON (1.9%), Abbvie Inc Health Care (1.9%). View all JVAIX holdings, sector breakdown, or dividend history.

JVAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JVAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.