OLVRX Mutual Fund (JPMorgan Large Cap Value Fund Class R4) is managed by J.P. Morgan Asset Management with $225,936.93 in net assets. OLVRX expense ratio is 0.69%, holding 98 positions across sectors including Unknown, Health Care, Financials. Inception date: 2018-10-01.

OLVRX performance shows a YTD return of 8.10%. The 1-year return is 21.61% and the 5-year return is 9.83%. OLVRX dividend yield stands at 7.02%, paid quarterly.

OLVRX 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 OLVRX holdings, sector breakdown, or dividend history.

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