VSIEX Mutual Fund

VSIEX Mutual Fund

NAV$24.33
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Fund Essentials - as of May 31, 2026

Net Assets
$488M
Expense Ratio
0.70%
Dividend Yield (Current)
5.84%
Holdings
89
Inception Date
Dec 31, 1996
Fund Family
J.P. Morgan Asset Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.89%
1 Year+18.68%
3 Year+13.05%
5 Year+6.42%
10 Year+8.66%

Asset Allocation

Stocks: 98.84%
Cash: 1.16%
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Top Holdings

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TickerNameWeight
ASML:ASAsml Holding Nv3.71%
SIE:SGSiemens N Ag2.57%
SAF:PASafran Sa2.43%
AZN:LNAstraZeneca PLC2.28%
8306:JPMitsubishi Ufj Financial Group, Inc.2.25%
Top 10 Concentration: 23.58%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
5.84%
Frequency
Annually
Latest Distribution
$0.42
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Peer Comparison

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

VSIEX Mutual Fund Overview

VSIEX Mutual Fund (JPMorgan International Equity Fund Class I) is managed by J.P. Morgan Asset Management with $487.9M in net assets. VSIEX expense ratio is 0.70%, holding 89 positions across sectors including Financials, Industrials, Consumer Staples. Inception date: 1996-12-31.

VSIEX performance shows a YTD return of 9.89%. The 1-year return is 18.68% and the 5-year return is 6.42%. VSIEX dividend yield stands at 5.84%, paid annually.

VSIEX top holdings include Asml Holding Nv (3.7%), Siemens N Ag (2.6%), Safran Sa (2.4%), AstraZeneca PLC (2.3%), Mitsubishi Ufj Financial Group, Inc. (2.3%). Go to all VSIEX holdings, VSIEX sectors, or VSIEX dividends.

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