PSOAX Mutual Fund

PSOAX Mutual Fund (JPMorgan Small Cap Value Fund Class A) is managed by J.P. Morgan Asset Management with $146.7M in net assets. PSOAX expense ratio is 1.19%, holding 493 positions across sectors including Financials, Health Care, Industrials. Inception date: 1995-01-27.

PSOAX performance shows a YTD return of 14.41%. The 1-year return is 20.84% and the 5-year return is 17.52%. PSOAX dividend yield stands at 0.98%, paid quarterly.

PSOAX 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 PSOAX holdings, PSOAX sectors, or PSOAX dividends.

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