JSVQX Mutual Fund
JSVQX Mutual Fund
JPMorgan Small Cap Value Fund Class R4

JSVQX Mutual Fund Overview
JSVQX Mutual Fund (JPMorgan Small Cap Value Fund Class R4) is managed by J.P. Morgan Asset Management with $59,736.55 in net assets. JSVQX expense ratio is 0.99%, holding 489 positions across sectors including Financials, Industrials, Health Care. Inception date: 2016-09-09.
JSVQX performance shows a YTD return of 20.96%. The 1-year return is 42.25% and the 5-year return is 8.64%. JSVQX dividend yield stands at 7.38%, paid quarterly.
JSVQX top holdings include Jpmorgan Securities Lending Money Market Fund, Class Agency Sl Shares (3.4%), Echostar Corp-a (1.2%), Jpmorgan Prime Money Market Fund, Class Im (1.1%), Southwest Gas Corp. (1.0%), Enersys (0.8%). View all JSVQX holdings, sector breakdown, or dividend history.
JSVQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSVQX alternatives are available via the screener, along with tax-loss harvesting opportunities.