OLVCX : JPMorgan Large Cap Value Fund Class C

OLVCX is a US Stocks Market Large Value with HIGH fees.

OLVCX

JPMorgan Large Cap Value Fund Class C

FI Score

40 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

40% FI Score
  • olvcx
  • Mutual Fund
  • US Stocks
  • Large Value

JPMorgan Large Cap Value Fund Class C

Expenses: 1.44% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks capital appreciation with the incidental goal of achieving current income by investing primarily in equity securities. The fund normally invests at least 80% of its assets in equity securities of large companies, including common stocks, and debt and preferred stocks which are convertible to common stock. "Assets" means net assets, plus the amount of borrowings for investment purposes. Large companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Value Index at the time of purchase.

Largest Holdings

Amount Holding
4.74% Comcast Corp Class A
4.16% FMC Corp
3.27% Zimmer Biomet Holdings Inc
3.10% Wells Fargo & Co
3.10% Citigroup Inc
3.03% Chevron Corp
2.77% Anthem Inc
2.77% Morgan Stanley
2.73% Bank of America Corp
2.71% Bristol-Myers Squibb Company
2.24% ON Semiconductor Corp
2.24% Cigna Corp
2.20% General Motors Co
2.20% Pioneer Natural Resources Co
2.00% Lamb Weston Holdings Inc
1.78% General Dynamics Corp
1.73% Best Buy Co Inc
1.66% DuPont de Nemours Inc
1.65% Ameriprise Financial Inc
1.64% MetLife Inc
1.64% Prudential Financial Inc
1.52% WEX Inc
1.51% Norfolk Southern Corp
1.51% Raytheon Technologies Corp
1.49% Autoliv Inc

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