OLVRX Mutual Fund

OLVRX Mutual Fund (JPMorgan Large Cap Value Fund Class R4) is managed by J.P. Morgan Asset Management with $218,803.23 in net assets. OLVRX expense ratio is 0.69%, holding 98 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2018-10-01.

OLVRX performance shows a YTD return of 11.90%. The 1-year return is 24.05% and the 5-year return is 11.67%. OLVRX dividend yield stands at 6.75%, paid quarterly.

OLVRX 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 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.