OLVCX Mutual Fund

OLVCX Mutual Fund (JPMorgan Large Cap Value Fund Class C) is managed by J.P. Morgan Asset Management with $83.4M in net assets. OLVCX expense ratio is 1.44%, holding 98 positions across sectors including Health Care, Financials, Industrials. Inception date: 1999-03-22.

OLVCX performance shows a YTD return of 11.43%. The 1-year return is 23.15% and the 5-year return is 9.96%. OLVCX dividend yield stands at 6.74%, paid quarterly.

OLVCX 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 OLVCX holdings, OLVCX sectors, or OLVCX dividends.

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