JSVUX Mutual Fund

JSVUX Mutual Fund (JPMorgan Small Cap Value Fund Class R6) is managed by J.P. Morgan Asset Management with $843.2M in net assets. JSVUX expense ratio is 0.74%, holding 489 positions across sectors including Financials, Health Care, Real Estate. 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 9.46%. JSVUX dividend yield stands at 7.67%, paid quarterly.

JSVUX top holdings include Jpmorgan Prime Money Market Fund, Class Im (2.4%), New Jersey Resources Corp (1.2%), Essential Properties Realty Trust Inc (0.9%), Southwest Gas Corp. (0.8%), Nmi Holdings Inc. (0.7%). 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.