JVARX Mutual Fund

JVARX Mutual Fund (JPMorgan Value Advantage Fund Class R5) is managed by J.P. Morgan Asset Management with $18.6M in net assets. JVARX expense ratio is 0.60%, holding 123 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2016-09-09.

JVARX performance shows a YTD return of 10.23%. The 1-year return is 14.17% and the 5-year return is 8.68%. JVARX dividend yield stands at 1.41%.

JVARX top holdings include Amazon.Com Inc (6.0%), Microsoft Corp (4.3%), Apple, Inc (2.9%), Berkshire Hathaway Inc Brk/B Us Equity (2.5%), Wells Fargo & Co. (2.4%). Go to all JVARX holdings, JVARX sectors, or JVARX dividends.

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