About JVAIX
JPMorgan Value Advantage Fund Class L is a mutual fund designed to deliver long-term total return, combining income and capital gains. Its primary function is to invest in a diversified portfolio of U.S. equity securities, spanning large, mid, and small-cap companies that exhibit attractive fundamentals and are considered undervalued through proprietary bottom-up analysis. The fund’s investment strategy seeks to identify companies poised for intrinsic value growth, purchasing them at a discount to their estimated worth. Key sectors represented in its portfolio include financial services, healthcare, and energy, with notable holdings such as Wells Fargo & Co, Berkshire Hathaway, and Chevron. Real estate investment trusts (REITs) may also be included to enhance diversification. Managed by experienced portfolio managers with decades of expertise, JPMorgan Value Advantage Fund Class L plays a significant role for investors seeking broad-based value exposure across the U.S. stock market. The fund is benchmarked against the Russell 3000 Value Index and is recognized for its disciplined, research-driven approach and a moderate turnover rate, making it a notable choice within the large value and mid-value categories.
Fund Family JPMorgan
Category Large Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol JVAIX
Share Class Class L
Index Russell 3000 Value TR
JVAIX had a total return of 19.15% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.20%.
