JVAAX Mutual Fund

JVAAX Mutual Fund (JPMorgan Value Advantage Fund Class A) is managed by J.P. Morgan Asset Management with $1.28B in net assets. JVAAX expense ratio is 0.99%, holding 123 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2005-02-28.

JVAAX performance shows a YTD return of 14.88%. The 1-year return is 18.15% and the 5-year return is 9.77%. JVAAX dividend yield stands at 10.87%, paid annually.

JVAAX top holdings include Amazon.Com Inc (6.0%), Microsoft Corp (4.3%), Apple, Inc (2.9%), Berkshire Hathaway Inc Brk/B Us Equity (2.5%), Wells Fargo & Co. (2.4%). Go to all JVAAX holdings, JVAAX sectors, or JVAAX dividends.

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