- What are the top holdings of HLQVX?
- JPMorgan Large Cap Value Fund Class I holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does HLQVX have?
- HLQVX holds — positions as reported by the fund's most recent disclosure.
- What sectors does HLQVX invest in?
- JPMorgan Large Cap Value Fund Class I (HLQVX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is HLQVX most exposed to?
- HLQVX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is HLQVX a US-only fund?
- The country allocation card on this page shows HLQVX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does HLQVX invest in?
- 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.
