JVAQX Mutual Fund

JVAQX Mutual Fund (JPMorgan Value Advantage Fund Class R4) is managed by J.P. Morgan Asset Management with $306,280.73 in net assets. JVAQX expense ratio is 0.75%, holding 116 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2016-09-09.

JVAQX performance shows a YTD return of 13.94%. The 1-year return is 22.51% and the 5-year return is 10.36%. JVAQX dividend yield stands at 10.74%, paid annually.

JVAQX 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 JVAQX holdings, JVAQX sectors, or JVAQX dividends.

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