JVARX Mutual Fund

JVARX Mutual Fund (JPMorgan Value Advantage Fund Class R5) is managed by J.P. Morgan Asset Management with $18.7M in net assets. JVARX expense ratio is 0.60%, holding 116 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2016-09-09.

JVARX performance shows a YTD return of 14.04%. The 1-year return is 22.71% and the 5-year return is 10.53%. JVARX dividend yield stands at 11.09%, paid annually.

JVARX 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 JVARX holdings, JVARX sectors, or JVARX dividends.

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