JPDVX Mutual Fund

JPDVX Mutual Fund (JPMorgan Diversified Fund Class L) is managed by J.P. Morgan Asset Management with $102.4M in net assets. JPDVX expense ratio is 0.65%, holding 914 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 1993-09-10.

JPDVX performance shows a YTD return of 3.57%. The 1-year return is 5.71% and the 5-year return is 5.61%. JPDVX dividend yield stands at 2.68%, paid quarterly.

JPDVX top holdings include Jpmorgan Core Bond Fund, Class R6 (9.4%), Jpmorgan Prime Money (7.0%), Jpmorgan Income Fund, Class R6 (4.8%), Jpmorgan High Yield Fund, Class R6 (2.9%), Nvidia Corp (2.0%). Go to all JPDVX holdings, JPDVX sectors, or JPDVX dividends.

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