JPMorgan Large Cap Value A (OLVAX)
14.46 
0.20(1.40%) May 17
| Prev Close: | 14.46 |
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| YTD Return*: | 12.26% |
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| Net Assets*: | 673.42M |
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| Yield*: | 0.95% |
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* As of 31-Mar-13
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Headlines
- No Headlines available for OLVAX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| XOM | 4.92 | 5.53 |
| CVX | 4.76 | 11.44 |
| C | 4.15 | 10.72 |
| UNH | 3.53 | 9.11 |
| WFC | 3.31 | 8.78 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 673.42M |
| Category: | Large Value |
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| Annual Report Expense Ratio (net): | 0.95% |
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Performance & Risk
| YTD Return: | 12.26% |
| 5y Avg Return: | 4.81% |
| Rank in Category (ytd): | 20 |
| % Rank in Category (ytd): | 1.57% |
| Beta (3y): | 1.16 |
| Morningstar Risk Rating: | 4 |
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 assets in equity securities of large companies, including common stocks, and debt and preferred stocks which are convertible to common stock. Large companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Value Index at the time of purchase. The fund will use futures contracts to more effectively gain targeted equity exposure from its cash positions.
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