JVACX Mutual Fund
JVACX Mutual Fund
JPMorgan Value Advantage Fund Class C
JVACX Mutual Fund Overview
JVACX Mutual Fund (JPMorgan Value Advantage Fund Class C) is managed by J.P. Morgan Asset Management with $129.2M in net assets. JVACX expense ratio is 1.49%, holding 116 positions across sectors including Financials, Unknown, Health Care. Inception date: 2005-02-28.
JVACX performance shows a YTD return of 9.04%. The 1-year return is 16.11% and the 5-year return is 7.49%. JVACX dividend yield stands at 10.92%, paid annually.
JVACX top holdings include Berkshire Hathaway, Inc. (3.6%), Jpmorgan Prime Money Market Fund, Class Im (2.7%), Wells Fargo & Co. (2.5%), Johnson & Johnson (1.9%), Abbvie Inc. (1.9%). View all JVACX holdings, sector breakdown, or dividend history.
JVACX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JVACX alternatives are available via the screener, along with tax-loss harvesting opportunities.