OLVCX Mutual Fund

OLVCX Mutual Fund (JPMorgan Large Cap Value Fund Class C) is managed by J.P. Morgan Asset Management with $80.8M in net assets. OLVCX expense ratio is 1.44%, holding 98 positions across sectors including Information Technology, Financials, Consumer Discretionary. 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 10.83%. OLVCX dividend yield stands at 6.64%, paid quarterly.

OLVCX 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 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.