PSOPX Mutual Fund
PSOPX Mutual Fund
JPMorgan Small Cap Value Fund Class I
PSOPX Mutual Fund Overview
PSOPX Mutual Fund (JPMorgan Small Cap Value Fund Class I) is managed by J.P. Morgan Asset Management with $218.9M in net assets. PSOPX expense ratio is 0.94%, holding 489 positions across sectors including Financials, Industrials, Health Care. Inception date: 1995-01-27.
PSOPX performance shows a YTD return of 21.91%. The 1-year return is 42.30% and the 5-year return is 8.67%. PSOPX dividend yield stands at 7.47%, paid quarterly.
PSOPX 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 PSOPX holdings, sector breakdown, or dividend history.
PSOPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PSOPX alternatives are available via the screener, along with tax-loss harvesting opportunities.