JPMorgan Large Cap Value Fund Class R2 (JLVZX)
JPMorgan Large Cap Value Fund Class R2 operates in the Asset Management industry of the Financial Services sector, headquartered in New York, NY, US. The stock last traded at $24.33, down 0.33% on the session, giving a market capitalisation of $5.20B. Its beta of 0.82 implies it has historically moved less than the broad market.
This fund primarily aims to grow the value of its investments over time, with a secondary focus on generating income along the way. It achieves these goals mainly by holding stocks. Typically, at least 80% of the fund's total holdings will be dedicated to equity instruments of major corporations. This includes common shares, as well as bonds and preferred shares that can be converted into common stock. The term "total holdings" encompasses the fund's net assets combined with any money borrowed for investment purposes. Companies considered "major" are those whose market capitalization aligns with the range found in the Russell 1000® Value Index at the moment of purchase.
JPMorgan Large Cap Value Fund Class R2 is most often compared with the following Financial Services names: