About JLVZX
JPMorgan Large Cap Value Fund Class R2 is a mutual fund focused on long-term capital appreciation with the secondary objective of providing current income. The fund primarily invests in equity securities of large-cap U.S. companies that are considered undervalued relative to their intrinsic worth. Employing a disciplined, classic value investment approach, the fund targets companies across various sectors, with significant allocations often found in financial services, technology, healthcare, and consumer defensive industries. Its portfolio typically consists of over 100 holdings, with the top positions accounting for a notable portion of assets, including major firms such as Bank of America, Wells Fargo, and AbbVie. Managed by an experienced team, the fund emphasizes thorough fundamental analysis to identify value opportunities while maintaining broad diversification. Designed for retirement and general investors seeking exposure to established, value-oriented companies, JPMorgan Large Cap Value Fund Class R2 plays a significant role within the large value category, offering a blend of potential growth and income within a rigorous risk-managed structure.
Fund Family JPMorgan
Category Large Value
Performance Rating Below Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol JLVZX
Share Class Class R2
Index Russell 1000 Value TR
JLVZX had a total return of 17.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.70%.
