About JVAQX
The JPMorgan Value Advantage Fund Class R4 is an actively managed mutual fund designed to deliver long-term total return by investing primarily in attractively valued equity securities across all market capitalizations in the United States. Its strategy focuses on bottom-up stock selection rooted in deep company fundamentals and proprietary fundamental analysis, with an emphasis on identifying businesses that appear undervalued but demonstrate potential to grow their intrinsic value per share. The fund’s management team, led by experienced portfolio managers Graham Spence and Scott Blasdell, leverages their extensive expertise to build a diversified portfolio spanning large, mid, and small-cap companies. Financial services, energy, healthcare, and consumer sectors feature prominently among the fund’s holdings, which include names such as Berkshire Hathaway, Wells Fargo, AbbVie, Chevron, and Bank of America. The fund is benchmarked against the Russell 3000 Value Index, underscoring its focus on value investing within the broader U.S. equity market. With notable assets under management and a thoughtful, research-driven investment process, the JPMorgan Value Advantage Fund Class R4 plays a significant role for investors seeking diversified exposure to undervalued equities across the U.S. market spectrum.
Fund Family JPMorgan
Category Large Value
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol JVAQX
Share Class Class R4
Index Russell 3000 Value TR
JVAQX had a total return of 15.62% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.54%.
