OLVAX Mutual Fund

OLVAX Mutual Fund (JPMorgan Large Cap Value Fund Class A) is managed by J.P. Morgan Asset Management with $366.3M in net assets. OLVAX expense ratio is 0.93%, holding 102 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1992-02-18.

OLVAX performance shows a YTD return of 13.64%. The 1-year return is 21.02% and the 5-year return is 10.81%. OLVAX dividend yield stands at 6.57%, paid quarterly.

OLVAX top holdings include Amazon.Com Inc (8.5%), Microsoft Corp (6.1%), Bank of America Corp.: Financials (2.7%), Meta Platforms Inc (2.6%), Wells Fargo & Co. (2.2%). 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.