OLVCX Mutual Fund
OLVCX Mutual Fund
NAV$22.67
AUM$79M
TER1.44%
Holdings102
See how much of OLVCX you already own
OLVCX Mutual Fund
NAV$22.67
JPMorgan Large Cap Value Fund Class C
AUM$79M
TER1.44%
Holdings102
See how much of OLVCX you already own
OLVCX Mutual Fund Overlap Analysis
OLVCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OLVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, OLVCX may share significant positions with broad-market funds.
OLVCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OLVCX tax-loss harvesting finds highly correlated but non-identical funds.