OLVRX Mutual Fund

OLVRX Mutual Fund (JPMorgan Large Cap Value Fund Class R4) is managed by J.P. Morgan Asset Management with $220,837.94 in net assets. OLVRX expense ratio is 0.69%, holding 102 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2018-10-01.

OLVRX performance shows a YTD return of 13.80%. The 1-year return is 21.29% and the 5-year return is 11.90%. OLVRX dividend yield stands at 6.75%, paid quarterly.

OLVRX 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 OLVRX holdings, OLVRX sectors, or OLVRX dividends.

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