JSVUX Mutual Fund

JSVUX Mutual Fund (JPMorgan Small Cap Value Fund Class R6) is managed by J.P. Morgan Asset Management with $768.8M in net assets. JSVUX expense ratio is 0.74%, holding 495 positions across sectors including Financials, Health Care, Industrials. Inception date: 2005-02-22.

JSVUX performance shows a YTD return of 17.55%. The 1-year return is 23.08% and the 5-year return is 7.72%. JSVUX dividend yield stands at 0.96%, paid quarterly.

JSVUX 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 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.