JPMorgan Small Cap Value FundJSVRX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$1.1B
Expense ratio
0.84%
1-year return
+25.9%
3 years, a year
+13.2%
5 years, a year
+6.3%
Holdings
489
What it aims to do.
The Fund seeks long-term capital growth primarily by investing in equity securities of small-capitalization companies.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JPMorgan Securities Lending Money Market Fund | 3.42% |
| ECHO EchoStar Corp. | 1.24% |
| JPMorgan Prime Money Market Fund | 1.07% |
| SWX Southwest Gas Holdings, Inc. | 0.96% |
| ENS EnerSys | 0.83% |
| Transocean Ltd. | 0.78% |
| Teekay Tankers Ltd. | 0.76% |
| ONB Old National Bancorp | 0.72% |
| CNX CNX Resources Corp. | 0.71% |
| CMC Commercial Metals Co. | 0.70% |
More on JSVRX.
- JSVRX overview
- JSVRX holdings
- JSVRX risk
- JSVRX costs
- JSVRX money in and out
- JSVRX share classes
- Compare JSVRX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.