JSVPX Mutual Fund

JSVPX Mutual Fund (JPMorgan Small Cap Value Fund Class R3) is managed by J.P. Morgan Asset Management with $15.8M in net assets. JSVPX expense ratio is 1.24%, holding 489 positions across sectors including Financials, Health Care, Real Estate. Inception date: 2016-09-09.

JSVPX performance shows a YTD return of 20.78%. The 1-year return is 38.98% and the 5-year return is 8.92%. JSVPX dividend yield stands at 8.26%, paid quarterly.

JSVPX top holdings include Jpmorgan Prime Money Market Fund, Class Im (2.4%), New Jersey Res (1.2%), Essential Properties Realty Trust Inc (0.9%), Southwest Gas Holdings Inc Common Stock Usd 1 (0.8%), Nmi Holdings, Inc. (class A) (0.7%). Go to all JSVPX holdings, JSVPX sectors, or JSVPX dividends.

JSVPX can be compared against other funds. Use JSVPX overlap to find shared positions, or JSVPX vs another fund for a side-by-side view. JSVPX alternatives are available via the screener, along with tax-loss harvesting opportunities.