JSVQX Mutual Fund

JSVQX Mutual Fund (JPMorgan Small Cap Value Fund Class R4) is managed by J.P. Morgan Asset Management with $57,363.37 in net assets. JSVQX expense ratio is 0.99%, holding 495 positions across sectors including Financials, Health Care, Industrials. Inception date: 2016-09-09.

JSVQX performance shows a YTD return of 17.34%. The 1-year return is 22.83% and the 5-year return is 7.47%. JSVQX dividend yield stands at 0.71%, paid quarterly.

JSVQX top holdings include New Jersey Res (1.1%), Jpmorgan Prime Money (1.1%), Essential Properties Realty Trust Inc (0.8%), Southwest Gas Holdings Inc Common Stock Usd 1 (0.8%), Sm Energy Co (0.8%). 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.