OLVAX Mutual Fund

OLVAX Mutual Fund (JPMorgan Large Cap Value Fund Class A) is managed by J.P. Morgan Asset Management with $387.1M in net assets. OLVAX expense ratio is 0.93%, holding 98 positions across sectors including Health Care, Financials, Industrials. Inception date: 1992-02-18.

OLVAX performance shows a YTD return of 11.78%. The 1-year return is 23.77% and the 5-year return is 10.56%. OLVAX dividend yield stands at 6.68%, paid quarterly.

OLVAX 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 OLVAX holdings, OLVAX sectors, or OLVAX dividends.

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