OLVAX Mutual Fund

OLVAX Mutual Fund (JPMorgan Large Cap Value Fund Class A) is managed by J.P. Morgan Asset Management with $379.1M in net assets. OLVAX expense ratio is 0.93%, holding 98 positions across sectors including Information Technology, Financials, Consumer Discretionary. 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 11.39%. OLVAX dividend yield stands at 6.57%, paid quarterly.

OLVAX 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 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.