OUR PRODUCTS

MOBILE APPS

GENERAL INFO

Help

JSVQX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan Small Cap Value R4 (JSVQX) Ownership - Who owns JPMorgan Small Cap Value R4?

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

JSVQX

Net Assets

1.22B

Fund Existence

almost 9 years

Turnover

61.00

Total Expense Ratio

0.99

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

1.01

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

93.8K

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

417.00

Number of Net Holdings

418.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

8.33%

Gain YTD

0.624

Annual Yield % from dividends

0.94

Returns for 1 year

-6.33

Returns for 3 years

6.68

Returns for 5 years

41.81

Returns for 10 years

N/A

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Fundamentals

Details