JSVZX Mutual Fund
JSVZX Mutual Fund
JPMorgan Small Cap Value Fund Class R2

JSVZX Mutual Fund Overview
JSVZX Mutual Fund (JPMorgan Small Cap Value Fund Class R2) is managed by J.P. Morgan Asset Management with $28.1M in net assets. JSVZX expense ratio is 1.49%, holding 489 positions across sectors including Financials, Industrials, Health Care. Inception date: 2008-11-03.
JSVZX performance shows a YTD return of 21.61%. The 1-year return is 41.57% and the 5-year return is 8.09%. JSVZX dividend yield stands at 8.25%, paid quarterly.
JSVZX 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 JSVZX holdings, sector breakdown, or dividend history.
JSVZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSVZX alternatives are available via the screener, along with tax-loss harvesting opportunities.