HLQVX Mutual Fund (JPMorgan Large Cap Value Fund Class I) is managed by J.P. Morgan Asset Management with $1.61B in net assets. HLQVX expense ratio is 0.69%, holding 98 positions across sectors including Unknown, Health Care, Financials. Inception date: 1991-03-01.

HLQVX performance shows a YTD return of 8.08%. The 1-year return is 21.64% and the 5-year return is 9.80%. HLQVX dividend yield stands at 7.24%, paid quarterly.

HLQVX top holdings include Berkshire Hathaway, Inc. (4.3%), Meta Platforms, Inc. (2.7%), Alphabet Inc series C (2.6%), Wells Fargo & Co (2.6%), Bank Of America Corp. (2.3%). View all HLQVX holdings, sector breakdown, or dividend history.

HLQVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HLQVX alternatives are available via the screener, along with tax-loss harvesting opportunities.