OLVTX Mutual Fund

OLVTX Mutual Fund (JPMorgan Large Cap Value Fund Class R3) is managed by J.P. Morgan Asset Management with $19.0M in net assets. OLVTX expense ratio is 0.94%, holding 98 positions across sectors including Health Care, Financials, Industrials. Inception date: 2018-10-01.

OLVTX performance shows a YTD return of 11.77%. The 1-year return is 23.80% and the 5-year return is 10.54%. OLVTX dividend yield stands at 6.90%, paid quarterly.

OLVTX 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 OLVTX holdings, OLVTX sectors, or OLVTX dividends.

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