JVACX Mutual Fund

JVACX Mutual Fund (JPMorgan Value Advantage Fund Class C) is managed by J.P. Morgan Asset Management with $122.9M in net assets. JVACX expense ratio is 1.49%, holding 123 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2005-02-28.

JVACX performance shows a YTD return of 14.50%. The 1-year return is 17.56% and the 5-year return is 9.22%. JVACX dividend yield stands at 10.40%, paid annually.

JVACX 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 JVACX holdings, JVACX sectors, or JVACX dividends.

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