JPMorgan Value Advantage Fund Class R5 (JVARX) Research
This fund aims to deliver significant long-term overall growth, achieved through a blend of current income and capital appreciation. Its primary investments are in equity securities, encompassing businesses of all market values. The portfolio typically includes common stocks and real estate investment trusts (REITs). The fund also has the strategic option to focus a substantial part of its assets on companies within a specific market capitalization segment, such as large-cap corporations, at any given time.
Market snapshot
- Symbol
- JVARX
- Price
- $39.59
- Day change
- +0.08%
- Market cap
- $8.4B
- 52-week range
- 35.65-40.96
- 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 L (JVAIX)
- 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 R5 (JVARX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.