FL
FundLens

FundLens / Funds / JVLAX

Disciplined Value Fund (JVLAX)

SEC CIK 1329954 · Series S000023715 · Portfolio as of 2026-03-31

Net assets
$17.00B
Holdings
82
Snapshots
27
History since
2019-09-30

Top holdings

SecurityValueWeight
JPMorgan Chase and Co. · JPM$697.8M4.11%
State Street Bank and Trust Company$519.8M3.06%
Amazon.com Inc. · AMZN$456.6M2.69%
Philip Morris International Inc. · PM$389.5M2.29%
Kinross Gold Corporation · KGC$378.0M2.23%
Marathon Petroleum Corporation · MPC$354.2M2.09%
US Foods Holding Corp. · USFD$350.5M2.06%
Micron Technology Inc. · MU$345.2M2.03%
Applied Materials Inc. · AMAT$333.2M1.96%
CRH Public Limited Company · CRH$329.9M1.94%

Sector exposure

technology
20.9%
financials
18.8%
industrials
18.5%
energy
12.4%
healthcare
8.6%
utilities
5.4%
other
5.0%
consumer staples
4.0%

Recent monthly returns

2025-10
-0.15%
2025-11
+1.74%
2025-12
+0.80%
2026-01
+5.12%
2026-02
+2.40%
2026-03
-5.47%

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.