JSVZX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan Small Cap Value R2 (JSVZX) Ownership - Who owns JPMorgan Small Cap Value R2?

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

JSVZX

Net Assets

1.17B

Fund Existence

over 16 years

Turnover

61.00

Total Expense Ratio

1.49

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Small Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.60

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

22.1M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

N/A

No Load Fund

Number of Long Holdings

435.00

Number of Net Holdings

435.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

10.14%

Gain YTD

-5.953

Annual Yield % from dividends

0.62

Returns for 1 year

-7.34

Returns for 3 years

-13.39

Returns for 5 years

66.79

Returns for 10 years

-12.90

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General Information

Category SmallValue

Profile

Fundamentals

Details