JVASX : JPMorgan Value Advantage Fund Class I

JVASX is a US Stocks Market Large Value with MODERATE fees.

JVASX

JPMorgan Value Advantage Fund Class I

FI Score

60 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

9 /10

Category Score

8 /10

Market Size

9 /10

60% FI Score
  • jvasx
  • Mutual Fund
  • US Stocks
  • Large Value

JPMorgan Value Advantage Fund Class I

Expenses: 0.89% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide long-term total return from a combination of income and capital gains. The fund will invest primarily in equity securities across all market capitalizations. Equity securities in which the fund primarily invests include common stocks and real estate investment trusts (REITs). It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large-capitalization companies.

Largest Holdings

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

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