OSVCX Mutual Fund

OSVCX Mutual Fund (JPMorgan Small Cap Value Fund Class C) is managed by J.P. Morgan Asset Management with $2.1M in net assets. OSVCX expense ratio is 1.69%, holding 493 positions across sectors including Financials, Health Care, Industrials. Inception date: 1999-03-22.

OSVCX performance shows a YTD return of 14.00%. The 1-year return is 20.25% and the 5-year return is 19.94%. OSVCX dividend yield stands at 1.17%, paid quarterly.

OSVCX 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 OSVCX holdings, OSVCX sectors, or OSVCX dividends.

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