OEICX Mutual Fund

OEICX Mutual Fund (JPMorgan Equity Index Fund Class C) is managed by J.P. Morgan Asset Management with $73.0M in net assets. OEICX expense ratio is 1.12%, holding 507 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1997-11-04.

OEICX performance shows a YTD return of 9.24%. The 1-year return is 18.30% and the 5-year return is 11.66%. OEICX dividend yield stands at 0.26%, paid quarterly.

OEICX top holdings include Nvidia Corp. (7.5%), Apple, Inc (6.6%), Microsoft Corp (4.9%), Amazon.Com Inc (3.6%), Alphabet Inc Common Stock USD 0.001 (3.0%). Go to all OEICX holdings, OEICX sectors, or OEICX dividends.

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