JPMorgan Large Cap Value Fund Class I (HLQVX)
JPMorgan Large Cap Value Fund Class I operates in the Asset Management industry of the Financial Services sector, headquartered in New York, NY, US. The stock last traded at $24.00, down 0.33% on the session, giving a market capitalisation of $5.28B. Its beta of 0.82 implies it has historically moved less than the broad market.
The fund primarily aims for growth in the value of its investments, with a secondary objective of generating current income, by concentrating mainly on equity securities. Typically, the portfolio commits at least 80% of its total assets to equity instruments of large-capitalization companies. This includes common shares, alongside preferred stocks and debt instruments that are convertible into common stock. For the purpose of this policy, "assets" comprises the fund's net assets augmented by any capital borrowed for investment activities. Large companies are defined as those whose market capitalization aligns with companies within the universe of the Russell 1000® Value Index at the point of acquisition.
JPMorgan Large Cap Value Fund Class I is most often compared with the following Financial Services names: