JDVZX Mutual Fund
JDVZX Mutual Fund
JDVZX Mutual Fund
JPMorgan Diversified Fund Class R6
JDVZX Mutual Fund Overview
JDVZX Mutual Fund (JPMorgan Diversified Fund Class R6) is managed by J.P. Morgan Asset Management with $282.9M in net assets. JDVZX expense ratio is 0.58%, holding 1231 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2017-11-01.
JDVZX performance shows a YTD return of 4.05%. The 1-year return is 10.29% and the 5-year return is 5.61%. JDVZX dividend yield stands at 13.64%, paid quarterly.
JDVZX top holdings include Jpmorgan Core Bond Fund, Class R6 (11.0%), Jpmorgan Income Fund, Class R6 (5.3%), Jpmorgan High Yield Fund, Class R6 (3.1%), Nvidia Corp. (2.3%), Large Cap Value Fund, Class R6 (2.0%). Go to all JDVZX holdings, JDVZX sectors, or JDVZX dividends.
JDVZX can be compared against other funds. Use JDVZX overlap to find shared positions, or JDVZX vs another fund for a side-by-side view. JDVZX alternatives are available via the screener, along with tax-loss harvesting opportunities.