JPMorgan Large Cap Value Fund Class R2

Frequently Asked Questions About JLVZX

What are the top holdings of JLVZX?

A machine-readable holdings disclosure for JPMorgan Large Cap Value Fund Class R2 (JLVZX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does JLVZX invest in?

JPMorgan Large Cap Value Fund Class R2 (JLVZX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is JLVZX most exposed to?

JLVZX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is JLVZX a US-only fund?

The country allocation card on this page shows JLVZX'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 JLVZX invest in?

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.