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JPMorgan Value Advantage A JVAAX

Analyst rating as of
NAV / 1-Day Return
38.71  /  1.65 %
Total Assets
10.2 Bil
Adj. Expense Ratio
1.040%
Expense Ratio
1.040%
Fee Level
Average
Longest Manager Tenure
17.45 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.73%
Turnover
34%

Morningstar’s Fund Analysis JVAAX

Will JVAAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A go-anywhere value strategy.

Senior Analyst

Summary

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JPMorgan Value Advantage’s portfolio manager and deep analyst resources give it a chance to deliver value, resulting in a Morningstar Analyst Rating of Bronze for cheaper share classes, while more-expensive ones receive Neutral.

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