VHIAX Mutual Fund

VHIAX Mutual Fund (JPMorgan Growth Advantage Fund Class A) is managed by J.P. Morgan Asset Management with $4.82B in net assets. VHIAX expense ratio is 0.99%, holding 85 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1999-10-29.

VHIAX performance shows a YTD return of -0.96%. The 1-year return is 4.25% and the 5-year return is 9.32%. VHIAX dividend yield stands at 12.83%, paid annually.

VHIAX top holdings include Nvidia Corp. (11.2%), Apple, Inc (8.1%), Alphabet Inc. C (5.6%), Microsoft Corp (5.2%), Broadcom Inc (4.8%). Go to all VHIAX holdings, VHIAX sectors, or VHIAX dividends.

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