OLVRX Mutual Fund

OLVRX Mutual Fund (JPMorgan Large Cap Value Fund Class R4) is managed by J.P. Morgan Asset Management with $223,306.89 in net assets. OLVRX expense ratio is 0.69%, holding 98 positions across sectors including Health Care, Financials, Industrials. 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 10.84%. OLVRX dividend yield stands at 6.86%, paid quarterly.

OLVRX 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 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.