JSVUX Mutual Fund

JSVUX Mutual Fund (JPMorgan Small Cap Value Fund Class R6) is managed by J.P. Morgan Asset Management with $867.1M in net assets. JSVUX expense ratio is 0.74%, holding 489 positions across sectors including Financials, Industrials, Health Care. Inception date: 2005-02-22.

JSVUX performance shows a YTD return of 21.10%. The 1-year return is 39.66% and the 5-year return is 9.42%. JSVUX dividend yield stands at 7.67%, paid quarterly.

JSVUX top holdings include Jpmorgan Securities Lending Money Market Fund, Class Agency Sl Shares (3.4%), 'echostar Communications Corp. Class 'a'' (1.2%), Jpmorgan Prime Money Market Fund, Class Im (1.1%), Southwest Gas Ho (1.0%), Enersys (0.8%). Go to all JSVUX holdings, JSVUX sectors, or JSVUX dividends.

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