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JLVMX Mutual Fund Price & Analysis

The investment seeks capital appreciation with the incidental goal of achieving current income by investing primarily in equity securities. The fund normally invests at least 80% of its assets in equity securities of large companies, including common stocks, and debt and preferred stocks 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.
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JLVMX Mutual Fund Chart & Stats

JLVMX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Bank of America
3.12%
Wells Fargo & Company
3.11%
Block Inc.
2.50%
Abbvie
2.01%
Hewlett Packard Enterprise
1.95%
First Citizens BancShares, Inc. Class A
1.90%
Western Digital Corp.
1.89%
Performance Food Group Co.
1.88%
Philip Morris International
1.79%
Citigroup Inc
1.73%
Total21.89%

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