OLVTX Mutual Fund

OLVTX Mutual Fund (JPMorgan Large Cap Value Fund Class R3) is managed by J.P. Morgan Asset Management with $18.0M in net assets. OLVTX expense ratio is 0.94%, holding 102 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2018-10-01.

OLVTX performance shows a YTD return of 13.59%. The 1-year return is 20.99% and the 5-year return is 11.61%. OLVTX dividend yield stands at 6.79%, paid quarterly.

OLVTX 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 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.