OLVAX Mutual Fund
OLVAX Mutual Fund
JPMorgan Large Cap Value Fund Class A
OLVAX Mutual Fund Overview
OLVAX Mutual Fund (JPMorgan Large Cap Value Fund Class A) is managed by J.P. Morgan Asset Management with $369.6M in net assets. OLVAX expense ratio is 0.93%, holding 98 positions across sectors including Unknown, Health Care, Financials. Inception date: 1992-02-18.
OLVAX performance shows a YTD return of 7.97%. The 1-year return is 21.28% and the 5-year return is 9.56%. OLVAX dividend yield stands at 6.83%, paid quarterly.
OLVAX 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%). View all OLVAX holdings, sector breakdown, or dividend history.
OLVAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OLVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.