JSVZX Mutual Fund

JSVZX Mutual Fund (JPMorgan Small Cap Value Fund Class R2) is managed by J.P. Morgan Asset Management with $21.4M in net assets. JSVZX expense ratio is 1.49%, holding 489 positions across sectors including Financials, Health Care, Real Estate. Inception date: 2008-11-03.

JSVZX performance shows a YTD return of 20.64%. The 1-year return is 38.65% and the 5-year return is 8.65%. JSVZX dividend yield stands at 8.32%, paid quarterly.

JSVZX 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 JSVZX holdings, JSVZX sectors, or JSVZX dividends.

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