JGAVX

About JGAVX

JPMorgan U.S. Value Fund Class R3 is an actively managed mutual fund focused on delivering capital appreciation by investing primarily in large- and mid-cap U.S. companies that are considered undervalued relative to their intrinsic worth. The fund emphasizes a value-oriented strategy, targeting businesses that exhibit lower price-to-book ratios and more modest growth expectations, in line with its benchmark, the Russell 1000 Value Index. By leveraging proprietary research, the fund's management team identifies companies with attractive valuations, solid fundamentals, and potential for long-term growth. This approach aims to capitalize on market inefficiencies that may cause certain stocks to trade below their perceived fair value. The fund’s portfolio features a diversified selection of equities across various sectors, aiming to reduce risk while maintaining exposure to different facets of the U.S. economy. Designed for investors seeking exposure to value stocks, the fund plays a significant role in portfolios by offering access to established U.S. companies with strong balance sheets and stable earnings, serving as a core equity holding in a diversified investment strategy.