JVASX Mutual Fund
JVASX Mutual Fund
JVASX Mutual Fund
JPMorgan Value Advantage Fund Class I
JVASX Mutual Fund Overview
JVASX Mutual Fund (JPMorgan Value Advantage Fund Class I) is managed by J.P. Morgan Asset Management with $1.60B in net assets. JVASX expense ratio is 0.74%, holding 116 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2005-02-28.
JVASX performance shows a YTD return of 13.96%. The 1-year return is 22.55% and the 5-year return is 10.37%. JVASX dividend yield stands at 10.96%, paid annually.
JVASX 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 JVASX holdings, JVASX sectors, or JVASX dividends.
JVASX can be compared against other funds. Use JVASX overlap to find shared positions, or JVASX vs another fund for a side-by-side view. JVASX alternatives are available via the screener, along with tax-loss harvesting opportunities.