PSOPX Mutual Fund
PSOPX Mutual Fund
PSOPX Mutual Fund
JPMorgan Small Cap Value Fund Class I
PSOPX Mutual Fund Overview
PSOPX Mutual Fund (JPMorgan Small Cap Value Fund Class I) is managed by J.P. Morgan Asset Management with $207.2M in net assets. PSOPX expense ratio is 0.94%, holding 493 positions across sectors including Financials, Health Care, Real Estate. Inception date: 1995-01-27.
PSOPX performance shows a YTD return of 21.10%. The 1-year return is 29.89% and the 5-year return is 8.70%. PSOPX dividend yield stands at 7.52%, paid quarterly.
PSOPX 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 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.