| Amount | Holding |
|---|---|
| 3.65% | Bank of America Corp |
| 2.13% | Johnson & Johnson |
| 2.01% | Pfizer Inc |
| 1.94% | PNC Financial Services Group Inc |
| 1.92% | Verizon Communications Inc |
| 1.89% | Bristol-Myers Squibb Company |
| 1.83% | Berkshire Hathaway Inc Class B |
| 1.81% | Chevron Corp |
| 1.75% | Loews Corp |
| 1.68% | Capital One Financial Corp |
| 1.63% | American Electric Power Co Inc |
| 1.62% | Procter & Gamble Co |
| 1.51% | Wells Fargo & Co |
| 1.47% | Morgan Stanley |
| 1.46% | NextEra Energy Inc |
| 1.45% | Xcel Energy Inc |
| 1.45% | The Travelers Companies Inc |
| 1.40% | Merck & Co Inc |
| 1.38% | T. Rowe Price Group Inc |
| 1.25% | UnitedHealth Group Inc |
| 1.23% | M&T Bank Corp |
| 1.19% | Public Storage |
| 1.18% | Truist Financial Corp |
| 1.18% | ConocoPhillips |
| 1.17% | Charles Schwab Corp |
Expense Ratio Rating
7 /10
Expense Rating
3 /10
Market Score
9 /10
Category Score
8 /10
Market Size
9 /10
$JVAIX Alternatives
68%
FI Score
- jvaix
- Mutual Fund
- US Stocks
- Large Value
JPMorgan Value Advantage Fund Class L
Expenses: 0.74% (Better than 1% of similar funds)
This is an OK choice for a Large Value US Stocks fund. See why ยป