VSEIX Mutual Fund

VSEIX Mutual Fund

NAV$50.65
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Fund Essentials - as of Mar 31, 2026

Net Assets
$880M
Expense Ratio
0.99%
Dividend Yield (Current)
16.64%
Holdings
111
Inception Date
May 7, 1996
Fund Family
J.P. Morgan Asset Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.83%
1 Year+9.23%
3 Year+6.48%
5 Year+2.10%
10 Year+8.01%

Asset Allocation

Stocks: 93.49%
Cash: 5.45%
Other: 1.05%
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Top Holdings

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TickerNameWeight
VMVXXJpmorgan Prime Money Market Fund, Class Im2.85%
VSLXXJpmorgan Securities Lending Money Market Fund, Class Agency Sl Shares2.75%
ESIElement Solutions Inc1.65%
HAYWHayward Acquisition Inc1.61%
MODModine Manufacturing Company1.53%
Top 10 Concentration: 17.54%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
16.64%
Frequency
Annually
Latest Distribution
$0.06
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

VSEIX Mutual Fund Overview

VSEIX Mutual Fund (JPMorgan Small Cap Equity Fund Class I) is managed by J.P. Morgan Asset Management with $880.0M in net assets. VSEIX expense ratio is 0.99%, holding 111 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1996-05-07.

VSEIX performance shows a YTD return of 9.83%. The 1-year return is 9.23% and the 5-year return is 2.10%. VSEIX dividend yield stands at 16.64%, paid annually.

VSEIX top holdings include Jpmorgan Prime Money Market Fund, Class Im (2.9%), Jpmorgan Securities Lending Money Market Fund, Class Agency Sl Shares (2.8%), Element Solutions Inc (1.6%), Hayward Acquisition Inc (1.6%), Modine Manufacturing Company (1.5%). Go to all VSEIX holdings, VSEIX sectors, or VSEIX dividends.

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