JPMorgan Value Advantage Fund Class R5 (JVARX)
JPMorgan Value Advantage Fund Class R5 operates in the Asset Management industry of the Financial Services sector, headquartered in New York, NY, US. The stock last traded at $42.84, down 0.14% on the session, giving a market capitalisation of $8.71B. Its beta of 0.77 implies it has historically moved less than the broad market.
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.
JPMorgan Value Advantage Fund Class R5 is most often compared with the following Financial Services names: