JVACX Mutual Fund

JVACX Mutual Fund (JPMorgan Value Advantage Fund Class C) is managed by J.P. Morgan Asset Management with $133.6M in net assets. JVACX expense ratio is 1.49%, holding 116 positions across sectors including Financials, Industrials, Health Care. 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 10.49%, paid annually.

JVACX top holdings include Berkshire Hathaway Inc Brk/B Us Equity (3.6%), Jpmorgan Prime Money Market Fund, Class Im (2.7%), Wells Fargo & Co. (2.5%), Johnson & Johnson - Common (1.9%), Abbvie Inc. (1.9%). 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.