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Logo for Fund JPMorgan Value Advantage Fund Class R5

JPMorgan Value Advantage Fund Class R5 (JVARX)

NASDAQ Currency in USD
$175.00
+$1.21
+0.69%
Last Update: 18 Jul 2026, 05:23
Assets Under Management
Expense Ratio
2.35%
Forward Dividend Yield
$128.62-$238.25
52 Week Range

JVARX Price Chart

Explore JPMorgan Value Advantage Fund Class R5 interactive price chart. Choose custom timeframes to analyze JVARX price movements and trends.

JVARX Fund Profile

Key details and information about JPMorgan Value Advantage Fund Class R5 (JVARX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

9 Sept 2016

Country

US

Description

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.

JVARX Fund Performance

View JVARX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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