JLVMX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan Large Cap Value R6 (JLVMX) Ownership - Who owns JPMorgan Large Cap Value R6?

The investment seeks capital appreciation with the incidental goal of achieving current income by investing primarily in equity securities... Show more

Category: #Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

JLVMX

Net Assets

4.83B

Fund Existence

over 14 years

Turnover

167.00

Total Expense Ratio

0.44

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

15000000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.50

Assets in Top Ten Holdings

989M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

2.16B

Fund Type

OpenEnd

Index Fund

Management Fee

0.40

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

120.00

Number of Net Holdings

120.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

22.54%

Gain YTD

-0.528

Annual Yield % from dividends

1.47

Returns for 1 year

-0.76

Returns for 3 years

0.13

Returns for 5 years

115.66

Returns for 10 years

51.33

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Category LargeValue

Profile

Fundamentals

Details