OLVTX Mutual Fund (JPMorgan Large Cap Value Fund Class R3) is managed by J.P. Morgan Asset Management with $18.4M in net assets. OLVTX expense ratio is 0.94%, holding 98 positions across sectors including Unknown, Health Care, Financials. Inception date: 2018-10-01.

OLVTX performance shows a YTD return of 7.95%. The 1-year return is 21.28% and the 5-year return is 9.52%. OLVTX dividend yield stands at 7.06%, paid quarterly.

OLVTX 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 OLVTX holdings, sector breakdown, or dividend history.

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