FL
FundLens

FundLens / Funds / JVMAX

Disciplined Value Mid Cap Fund (JVMAX)

SEC CIK 1329954 · Series S000028882 · Portfolio as of 2026-06-30

Net assets
$23.21B
Holdings
137
Snapshots
28
History since
2019-09-30

Top holdings

SecurityValueWeight
US Foods Holding Corp. · USFD$433.4M1.86%
Ameriprise Financial Inc. · AMP$372.9M1.60%
TechnipFMC plc$366.5M1.58%
Simon Property Group Inc. · SPG$363.1M1.56%
LPL Financial Holdings Inc. · LPLA$332.8M1.43%
eBay Inc. · EBAY$328.3M1.41%
Cencora Inc. · COR$306.4M1.32%
CDW Corporation · CDW$300.5M1.29%
Old Dominion Freight Line Inc. · ODFL$297.7M1.28%
AutoZone Inc. · AZO$291.9M1.25%

Sector exposure

financials
23.8%
industrials
19.4%
technology
16.0%
healthcare
11.0%
consumer discretionary
8.5%
energy
5.9%
utilities
4.7%
materials
4.3%

Recent monthly returns

2026-01
+4.19%
2026-02
+3.76%
2026-03
-6.50%
2026-04
+6.26%
2026-05
-1.23%
2026-06
+4.43%

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

Get this data via API

curl "https://api.fundlens.io/v1/funds/JVMAX/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.