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    JPMorgan Large Cap Value A (OLVAX)

    14.99 Down 0.09(0.60%) Jul 6
    Prev Close:15.08
    YTD Return*:2.17%
    Net Assets*:767.34M
    Yield*:0.94%

    * As of 31-May-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for OLVAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    GM4.31N/A
    WFC3.97N/A
    BAC3.86N/A
    JNJ2.91N/A
    MET2.88N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:767.34M
    Category:Large Value
    Annual Report Expense Ratio (net):0.93%

    Performance & Risk

    YTD Return:2.17%
    5y Avg Return:14.82%
    Rank in Category (ytd):49
    % Rank in Category (ytd):3.44%
    Beta (3y):1.07
    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 its 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. View More
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