JLVZX Mutual Fund

JLVZX Mutual Fund (JPMorgan Large Cap Value Fund Class R2) is managed by J.P. Morgan Asset Management with $18.9M in net assets. JLVZX expense ratio is 1.19%, holding 98 positions across sectors including Information Technology, Financials, Consumer Discretionary. 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 11.10%. JLVZX dividend yield stands at 6.42%, paid quarterly.

JLVZX 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 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.