About HLQVX
JPMorgan Large Cap Value Fund Class I is an actively managed mutual fund focused on capital appreciation with a secondary goal of generating current income. The fund primarily invests in equity securities of large U.S. companies that are considered undervalued relative to their fundamentals, employing a classic value investing approach. Its portfolio typically features sectors such as financial services, healthcare, energy, consumer defensive, and communication services, with top holdings including major corporations like Philip Morris International, Bank of America, Wells Fargo, Exxon Mobil, and UnitedHealth Group.
Designed for institutional investors, this fund targets companies in the top 70% by market capitalization within the U.S. equity market, prioritizing stocks with lower valuations and higher dividend yields. The strategy involves a disciplined, research-driven selection process, aiming to outperform the large-cap value category benchmark over market cycles. With a veteran management team and an above-average process rating, the JPMorgan Large Cap Value Fund Class I plays a significant role in diversified portfolios seeking exposure to established value-oriented U.S. equities.
Fund Family JPMorgan
Category Large Value
Performance Rating Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol HLQVX
Share Class Class I
Index Russell 1000 Value TR
HLQVX had a total return of 15.83% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.72%.
