OGEAX Mutual Fund

OGEAX Mutual Fund (JPMorgan Equity Index Fund Class A) is managed by J.P. Morgan Asset Management with $1.25B in net assets. OGEAX expense ratio is 0.45%, holding 507 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 1992-02-18.

OGEAX performance shows a YTD return of 9.62%. The 1-year return is 19.01% and the 5-year return is 12.35%. OGEAX dividend yield stands at 0.80%, paid quarterly.

OGEAX top holdings include Nvidia Corp (7.5%), Apple, Inc (6.5%), Microsoft Corp (4.3%), Amazon.Com Inc (3.6%), Alphabet Inc,class A (3.2%). Go to all OGEAX holdings, OGEAX sectors, or OGEAX dividends.

OGEAX can be compared against other funds. Use OGEAX overlap to find shared positions, or OGEAX vs another fund for a side-by-side view. OGEAX alternatives are available via the screener, along with tax-loss harvesting opportunities.