JPMorgan Value Advantage Fund Class R6 (JVAYX) Research

This fund aims to generate substantial long-term total returns, derived from both investment income and the appreciation of capital. Its portfolio is primarily comprised of equity securities, encompassing companies across all market capitalization sizes. Key components of these equity investments include common stocks and real estate investment trusts (REITs). At times, the fund may strategically concentrate a significant portion of its holdings in businesses belonging to a single market capitalization category, such as large-capitalization companies.

Market snapshot

Symbol
JVAYX
Price
$39.65
Day change
+0.10%
Market cap
$8.4B
52-week range
35.69-41.03
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Macquarie Value A (DDVAX)
  • Hartford Schroders International Stock Fund Class Y (HSWYX)
  • JPMorgan Value Advantage Fund Class L (JVAIX)
  • JPMorgan Value Advantage Fund Class R5 (JVARX)
  • JPMorgan Value Advantage Fund (JVASX)
  • MFS International Growth R6 (MGRDX)
  • Neuberger Berman Genesis Fund Trust Class (NBGEX)
  • PGIM Jennison Growth Fund Class Z (PJFZX)

Open JPMorgan Value Advantage Fund Class R6 (JVAYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.