OLVCX Mutual Fund
OLVCX Mutual Fund
JPMorgan Large Cap Value Fund Class C
OLVCX Mutual Fund Overview
OLVCX Mutual Fund (JPMorgan Large Cap Value Fund Class C) is managed by J.P. Morgan Asset Management with $79.9M in net assets. OLVCX expense ratio is 1.44%, holding 98 positions across sectors including Unknown, Health Care, Financials. Inception date: 1999-03-22.
OLVCX performance shows a YTD return of 7.67%. The 1-year return is 20.65% and the 5-year return is 8.94%. OLVCX dividend yield stands at 6.89%, paid quarterly.
OLVCX 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 OLVCX holdings, sector breakdown, or dividend history.
OLVCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OLVCX alternatives are available via the screener, along with tax-loss harvesting opportunities.