PSOPX Mutual Fund

PSOPX Mutual Fund (JPMorgan Small Cap Value Fund Class I) is managed by J.P. Morgan Asset Management with $223.7M in net assets. PSOPX expense ratio is 0.94%, holding 489 positions across sectors including Financials, Industrials, Health Care. Inception date: 1995-01-27.

PSOPX performance shows a YTD return of 20.99%. The 1-year return is 39.39% and the 5-year return is 9.19%. PSOPX dividend yield stands at 7.53%, paid quarterly.

PSOPX top holdings include Jpmorgan Securities Lending Money Market Fund, Class Agency Sl Shares (3.4%), 'echostar Communications Corp. Class 'a'' (1.2%), Jpmorgan Prime Money Market Fund, Class Im (1.1%), Southwest Gas Ho (1.0%), Enersys (0.8%). Go to all PSOPX holdings, PSOPX sectors, or PSOPX dividends.

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