PSOAX Mutual Fund

PSOAX Mutual Fund (JPMorgan Small Cap Value Fund Class A) is managed by J.P. Morgan Asset Management with $146.6M in net assets. PSOAX expense ratio is 1.19%, holding 493 positions across sectors including Financials, Health Care, Real Estate. Inception date: 1995-01-27.

PSOAX performance shows a YTD return of 20.91%. The 1-year return is 29.54% and the 5-year return is 17.52%. PSOAX dividend yield stands at 8.27%, paid quarterly.

PSOAX top holdings include Jpmorgan Prime Money (2.4%), New Jersey Res (1.2%), Essential Properties Realty Trust Inc (0.9%), Southwest Gas Holdings Inc Common Stock Usd 1 (0.8%), Nmi Holdings, Inc. (class A) (0.7%). Go to all PSOAX holdings, PSOAX sectors, or PSOAX dividends.

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