JSVQX Mutual Fund

JSVQX Mutual Fund (JPMorgan Small Cap Value Fund Class R4) is managed by J.P. Morgan Asset Management with $57,438.37 in net assets. JSVQX expense ratio is 0.99%, holding 493 positions across sectors including Financials, Health Care, Real Estate. Inception date: 2016-09-09.

JSVQX performance shows a YTD return of 21.05%. The 1-year return is 29.87% and the 5-year return is 8.67%. JSVQX dividend yield stands at 7.43%, paid quarterly.

JSVQX top holdings include Jpmorgan Prime Money (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 JSVQX holdings, JSVQX sectors, or JSVQX dividends.

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