VSCOX Mutual Fund

VSCOX Mutual Fund (JPMorgan Small Cap Blend Fund Class A) is managed by J.P. Morgan Asset Management with $533.3M in net assets. VSCOX expense ratio is 1.24%, holding 238 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1997-05-19.

VSCOX performance shows a YTD return of 19.59%. The 1-year return is 27.53% and the 5-year return is 5.54%. VSCOX dividend yield stands at 4.70%, paid annually.

VSCOX top holdings include Jpmorgan Prime Money Market Fund, Class Im (1.6%), Applied Industrial Technologies Inc (1.0%), Insight Enterprises Inc (1.0%), Old National Bancorp/In Common Stock (1.0%), Moog Inccommon Stock (1.0%). Go to all VSCOX holdings, VSCOX sectors, or VSCOX dividends.

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