JVARX Mutual Fund (JPMorgan Value Advantage Fund Class R5) is managed by J.P. Morgan Asset Management with $18.6M in net assets. JVARX expense ratio is 0.60%, holding 116 positions across sectors including Financials, Unknown, Health Care. Inception date: 2016-09-09.

JVARX performance shows a YTD return of 9.50%. The 1-year return is 17.12% and the 5-year return is 8.47%. JVARX dividend yield stands at 11.66%, paid annually.

JVARX 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 JVARX holdings, sector breakdown, or dividend history.

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