HLQVX Mutual Fund

HLQVX Mutual Fund (JPMorgan Large Cap Value Fund Class I) is managed by J.P. Morgan Asset Management with $1.68B in net assets. HLQVX expense ratio is 0.69%, holding 98 positions across sectors including Health Care, Financials, Industrials. 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 10.82%. HLQVX dividend yield stands at 7.08%, paid quarterly.

HLQVX top holdings include Berkshire Hathaway, Inc. (4.3%), Meta Platforms, Inc. (2.7%), Alphabet Inc. C (2.6%), Wells Fargo & Co. (2.6%), Bank Of America Corp. (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.