JVAQX Mutual Fund

JVAQX Mutual Fund (JPMorgan Value Advantage Fund Class R4) is managed by J.P. Morgan Asset Management with $312,848.44 in net assets. JVAQX expense ratio is 0.75%, holding 116 positions across sectors including Financials, Industrials, Health Care. 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 10.85%, paid annually.

JVAQX 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 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.