JPMorgan Value Advantage Fund Class L (JVAIX) Research

This fund primarily invests in equity securities, covering companies across all market capitalization ranges. Its portfolio of equity holdings typically includes common stocks and real estate investment trusts (REITs). The fund retains the flexibility to dedicate a significant portion of its assets to a particular market capitalization segment, such as large-capitalization companies, at various points.

Market snapshot

Symbol
JVAIX
Price
$39.72
Day change
+0.08%
Market cap
$8.4B
52-week range
35.77-41.08
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Macquarie Value A (DDVAX)
  • Hartford Schroders International Stock Fund Class Y (HSWYX)
  • JPMorgan Emerging Markets Equity Fund Class R6 (JEMWX)
  • JPMorgan Value Advantage Fund Class R5 (JVARX)
  • JPMorgan Value Advantage Fund (JVASX)
  • JPMorgan Value Advantage Fund Class R6 (JVAYX)
  • Neuberger Berman Genesis Fund Trust Class (NBGEX)
  • PGIM Jennison Growth Fund Class Z (PJFZX)

Open JPMorgan Value Advantage Fund Class L (JVAIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.