JPMorgan Large Cap Value Fund Class R6 JLVMX Strategy

| Medalist Rating as of | See JPMorgan Investment Hub

Strategy

The investment seeks capital appreciation with the incidental goal of achieving current income by investing primarily in equity securities. 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.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
HLQVX
JPMorgan Large Cap Value Fund Class IInstitutionalOpen $1.56B0.690%Average$1M−$960.74M
OLVAX
JPMorgan Large Cap Value Fund Class AFront LoadOpen $366.98M0.930%Below Average$1,000$4.46M
OLVCX
JPMorgan Large Cap Value Fund Class CLevel LoadOpen $78.20M1.440%Below Average$1,000−$5.28M
JLVRX
JPMorgan Large Cap Value Fund Class R5Retirement, LargeOpen $33.57M0.540%Below Average$0−$2.69M
JLVMX
JPMorgan Large Cap Value Fund Class R6Retirement, LargeOpen $2.77B0.440%Low$15M$58.05M
OLVRX
JPMorgan Large Cap Value Fund Class R4Retirement, LargeOpen $222,277.000.690%Above Average$0−$1.13M
JLVZX
JPMorgan Large Cap Value Fund Class R2Retirement, MediumOpen $17.73M1.190%Average$0−$706,718.79
OLVTX
JPMorgan Large Cap Value Fund Class R3Retirement, MediumOpen $18.14M0.940%Below Average$0$504,932.67

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