Nasdaq - Delayed Quote USD
JPMorgan Large Cap Value R5 (JLVRX)
20.12
+0.56
+(2.86%)
At close: 8:04:20 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
Broker Availability Information Not Available
Fund Summary
Under normal circumstances, at least 80% of the fund’s assets will be invested in equity securities of large companies, including common stocks, and debt and preferred securities which are convertible to common stock. "Assets" means net assets, plus the amount of borrowings for investment purposes. Large companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Value Index at the time of purchase.
Fund Overview
| Category | Large Value |
| Fund Family | JPMorgan |
| Net Assets | 4.83B |
| YTD Return | -3.36% |
| Yield | 1.40% |
| Morningstar Rating | |
| Inception Date | Oct 01, 2018 |
Performance & Risk
| YTD Return | -1.66% |
| 5y Average Return | 17.53% |
| Rank in Category (ytd) | 77 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
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