JVAQX Mutual Fund (JPMorgan Value Advantage Fund Class R4) is managed by J.P. Morgan Asset Management with $301,024.88 in net assets. JVAQX expense ratio is 0.75%, holding 116 positions across sectors including Financials, Unknown, Health Care. Inception date: 2016-09-09.

JVAQX performance shows a YTD return of 9.43%. The 1-year return is 16.97% and the 5-year return is 8.32%. JVAQX dividend yield stands at 11.29%, paid annually.

JVAQX top holdings include Berkshire Hathaway, Inc. (3.6%), Jpmorgan Prime Money Market Fund, Class Im (2.7%), Wells Fargo & Co (2.5%), JOHNSON AND JOHNSON (1.9%), Abbvie Inc Health Care (1.9%). View all JVAQX holdings, sector breakdown, or dividend history.

JVAQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JVAQX alternatives are available via the screener, along with tax-loss harvesting opportunities.