JVACX Mutual Fund
JVACX Mutual Fund
JVACX Mutual Fund
JPMorgan Value Advantage Fund Class C
JVACX Mutual Fund Overview
JVACX Mutual Fund (JPMorgan Value Advantage Fund Class C) is managed by J.P. Morgan Asset Management with $128.4M in net assets. JVACX expense ratio is 1.49%, holding 116 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2005-02-28.
JVACX performance shows a YTD return of 13.48%. The 1-year return is 21.66% and the 5-year return is 9.55%. JVACX dividend yield stands at 10.40%, paid annually.
JVACX top holdings include Amazon.Com Inc (5.1%), Apple, Inc (2.8%), Berkshire Hathaway Inc Brk/B Us Equity (2.5%), Wells Fargo & Co. (2.4%), Abbvie Inc. (2.1%). 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.