FL
FundLens

FundLens / Funds / JVMAX

Disciplined Value Mid Cap Fund (JVMAX)

SEC CIK 1329954 · Series S000028882 · Portfolio as of 2026-03-31

Net assets
$21.89B
Holdings
139
Snapshots
27
History since
2019-09-30

Top holdings

SecurityValueWeight
State Street Bank and Trust Company$547.1M2.50%
TechnipFMC plc$381.3M1.74%
US Foods Holding Corp. · USFD$366.9M1.67%
Ameriprise Financial Inc. · AMP$360.4M1.64%
LPL Financial Holdings Inc. · LPLA$354.6M1.62%
AutoZone Inc. · AZO$321.8M1.47%
Cencora Inc. · COR$313.9M1.43%
Simon Property Group Inc. · SPG$302.2M1.38%
Marathon Petroleum Corporation · MPC$292.9M1.34%
Keysight Technologies Inc. · KEYS$272.3M1.24%

Sector exposure

financials
21.8%
industrials
19.7%
technology
14.6%
healthcare
11.2%
consumer discretionary
9.6%
energy
7.1%
utilities
4.7%
other
4.5%

Recent monthly returns

2025-10
-2.18%
2025-11
+2.70%
2025-12
-1.13%
2026-01
+4.19%
2026-02
+3.76%
2026-03
-6.50%

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.