JLVZX Mutual Fund

JLVZX Mutual Fund (JPMorgan Large Cap Value Fund Class R2) is managed by J.P. Morgan Asset Management with $19.2M in net assets. JLVZX expense ratio is 1.19%, holding 98 positions across sectors including Health Care, Financials, Industrials. Inception date: 2008-11-03.

JLVZX performance shows a YTD return of 11.60%. The 1-year return is 23.41% and the 5-year return is 10.27%. JLVZX dividend yield stands at 6.53%, paid quarterly.

JLVZX 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 JLVZX holdings, JLVZX sectors, or JLVZX dividends.

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