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JPMorgan Value Advantage L JVAIX

Analyst rating as of
NAV / 1-Day Return
39.28  /  2.16 %
Total Assets
10.2 Bil
Adj. Expense Ratio
0.740%
Expense Ratio
0.740%
Fee Level
Above Average
Longest Manager Tenure
16.01 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
3,000,000
Status
Limited
TTM Yield
1.63%
Turnover
29%
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Morningstar’s Analysis

Will JVAIX outperform in future?

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

An experienced management using a reasonable process.

Summary

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JPMorgan Value Advantage benefits from a long-tenured management duo, but its process doesn’t have a clear edge and there have been execution missteps in recent years, warranting a downgrade of its cheapest share classes’ Morningstar Analyst Rating to Bronze from Silver, while its pricier share classes drop to Neutral.

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