JSVZX Mutual Fund

JSVZX Mutual Fund (JPMorgan Small Cap Value Fund Class R2) is managed by J.P. Morgan Asset Management with $20.1M in net assets. JSVZX expense ratio is 1.49%, holding 493 positions across sectors including Financials, Health Care, Industrials. Inception date: 2008-11-03.

JSVZX performance shows a YTD return of 14.19%. The 1-year return is 20.49% and the 5-year return is 8.12%. JSVZX dividend yield stands at 0.47%, paid quarterly.

JSVZX top holdings include New Jersey Res (1.1%), Jpmorgan Prime Money (1.1%), Essential Properties Realty Trust Inc (0.8%), Southwest Gas Holdings Inc Common Stock Usd 1 (0.8%), Sm Energy Co (0.8%). Go to all JSVZX holdings, JSVZX sectors, or JSVZX dividends.

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