OSVCX Mutual Fund

OSVCX Mutual Fund (JPMorgan Small Cap Value Fund Class C) is managed by J.P. Morgan Asset Management with $2.0M in net assets. OSVCX expense ratio is 1.64%, holding 495 positions across sectors including Financials, Health Care, Industrials. Inception date: 1999-03-22.

OSVCX performance shows a YTD return of 17.49%. The 1-year return is 21.94% and the 5-year return is 6.74%. OSVCX dividend yield stands at 0.66%, paid quarterly.

OSVCX top holdings include New Jersey Resources Corp (1.1%), Jpmorgan Prime Money (1.1%), Essential Properties Realty Trust Inc (0.8%), Southwest Gas Holdings Inc Common Stock Usd 1 (0.8%), Sm Energy Co (0.8%). Go to all OSVCX holdings, OSVCX sectors, or OSVCX dividends.

OSVCX can be compared against other funds. Use OSVCX overlap to find shared positions, or OSVCX vs another fund for a side-by-side view. OSVCX alternatives are available via the screener, along with tax-loss harvesting opportunities.