PSOAX Mutual Fund (JPMorgan Small Cap Value Fund Class A) is managed by J.P. Morgan Asset Management with $155.6M in net assets. PSOAX expense ratio is 1.19%, holding 489 positions across sectors including Financials, Industrials, Health Care. Inception date: 1995-01-27.

PSOAX performance shows a YTD return of 21.73%. The 1-year return is 41.92% and the 5-year return is 8.39%. PSOAX dividend yield stands at 8.21%, paid quarterly.

PSOAX 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 Ho (1.0%), Enersys 144a (0.8%). View all PSOAX holdings, sector breakdown, or dividend history.

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