JSVUX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan Small Cap Value R6 (JSVUX) Ownership - Who owns JPMorgan Small Cap Value R6?

The investment seeks long-term capital growth primarily by investing in equity securities of small-capitalization companies... Show more

Category: #Small Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

JSVUX

Net Assets

1.13B

Fund Existence

about 20 years

Turnover

61.00

Total Expense Ratio

0.74

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

15000000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.76

Assets in Top Ten Holdings

129M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

808M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

426.00

Number of Net Holdings

426.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

9.28%

Gain YTD

-9.780

Annual Yield % from dividends

1.20

Returns for 1 year

-10.40

Returns for 3 years

-6.82

Returns for 5 years

38.26

Returns for 10 years

-4.17

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Category SmallValue

Profile

Fundamentals

Details