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FundLens / Funds / JVLAX

Disciplined Value Fund (JVLAX)

SEC CIK 1329954 · Series S000023715 · Portfolio as of 2026-06-30

Net assets
$19.57B
Holdings
80
Snapshots
28
History since
2019-09-30

Top holdings

SecurityValueWeight
Amazon.com Inc. · AMZN$1.19B6.09%
JPMorgan Chase and Co. · JPM$776.5M3.97%
Applied Materials Inc. · AMAT$704.8M3.60%
Micron Technology Inc. · MU$517.6M2.65%
Dell Technologies Inc. · DELL$455.0M2.33%
Philip Morris International Inc. · PM$426.2M2.18%
US Foods Holding Corp. · USFD$410.8M2.10%
CRH Public Limited Company · CRH$401.6M2.05%
Flex Ltd. · FLEX$399.9M2.04%
NXP Semiconductors N.V. · NXPI$380.5M1.95%

Sector exposure

technology
27.4%
financials
17.2%
industrials
16.8%
energy
8.7%
healthcare
8.1%
consumer discretionary
6.1%
utilities
4.7%
other
4.3%

Recent monthly returns

2026-01
+5.12%
2026-02
+2.40%
2026-03
-5.47%
2026-04
+8.12%
2026-05
+4.76%
2026-06
+2.36%

From N-PORT Part B, units verified by net-asset reconciliation.

Get this data via API

curl "https://api.fundlens.io/v1/funds/JVLAX/holdings" \
  -H "x-api-key: your_api_key"

Full holdings, every historical snapshot, point-in-time queries, monthly returns and flows — free tier available, no card required.

Source: SEC EDGAR Form N-PORT. Data is quarterly with a regulatory filing lag; this page shows the most recent public filing. Not investment advice.