JVAPX Mutual Fund
JVAPX Mutual Fund
JVAPX Mutual Fund
JPMorgan Value Advantage Fund Class R3
JVAPX Mutual Fund Overview
JVAPX Mutual Fund (JPMorgan Value Advantage Fund Class R3) is managed by J.P. Morgan Asset Management with $2.6M in net assets. JVAPX expense ratio is 1.00%, holding 123 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2016-09-09.
JVAPX performance shows a YTD return of 14.88%. The 1-year return is 18.15% and the 5-year return is 8.20%. JVAPX dividend yield stands at 11.16%, paid annually.
JVAPX 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 JVAPX holdings, JVAPX sectors, or JVAPX dividends.
JVAPX can be compared against other funds. Use JVAPX overlap to find shared positions, or JVAPX vs another fund for a side-by-side view. JVAPX alternatives are available via the screener, along with tax-loss harvesting opportunities.