VSEAX Mutual Fund

VSEAX Mutual Fund (JPMorgan Small Cap Equity Fund Class A) is managed by J.P. Morgan Asset Management with $262.7M in net assets. VSEAX expense ratio is 1.24%, holding 127 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1994-12-20.

VSEAX performance shows a YTD return of 9.34%. The 1-year return is 5.95% and the 5-year return is 2.26%. VSEAX dividend yield stands at 23.13%, paid annually.

VSEAX top holdings include Jpmorgan Prime Money (1.8%), Casella Waste Systems, Inc., Class A (1.4%), Envista Holdings Corp Common Stock Usd (1.3%), Sm Energy Co (1.3%), Cullen/Frost Bankers, Inc. (1.3%). Go to all VSEAX holdings, VSEAX sectors, or VSEAX dividends.

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