JSVRX Mutual Fund (JPMorgan Small Cap Value Fund Class R5) is managed by J.P. Morgan Asset Management with $25.4M in net assets. JSVRX expense ratio is 0.84%, holding 489 positions across sectors including Financials, Industrials, Health Care. Inception date: 2006-05-15.

JSVRX performance shows a YTD return of 21.99%. The 1-year return is 42.47% and the 5-year return is 8.80%. JSVRX dividend yield stands at 7.54%, paid quarterly.

JSVRX top holdings include Jpmorgan Securities Lending Money Market Fund, Class Agency Sl Shares (3.4%), Echostar Holding Corp. Class A (1.2%), Jpmorgan Prime Money Market Fund, Class Im (1.1%), Southwest Gas Holdings, Inc (1.0%), Enersys (0.8%). View all JSVRX holdings, sector breakdown, or dividend history.

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