HLQVX Mutual Fund

HLQVX Mutual Fund (JPMorgan Large Cap Value Fund Class I) is managed by J.P. Morgan Asset Management with $1.63B in net assets. HLQVX expense ratio is 0.69%, holding 98 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1991-03-01.

HLQVX performance shows a YTD return of 11.95%. The 1-year return is 24.10% and the 5-year return is 11.67%. HLQVX dividend yield stands at 6.97%, paid quarterly.

HLQVX top holdings include Amazon.Com Inc (7.6%), Microsoft Corp (3.1%), Wells Fargo & Co. (2.9%), Meta Platforms Inc (2.8%), Bank of America Corp.: Financials (2.3%). Go to all HLQVX holdings, HLQVX sectors, or HLQVX dividends.

HLQVX can be compared against other funds. Use HLQVX overlap to find shared positions, or HLQVX vs another fund for a side-by-side view. HLQVX alternatives are available via the screener, along with tax-loss harvesting opportunities.