OGEAX Mutual Fund

OGEAX Mutual Fund (JPMorgan Equity Index Fund Class A) is managed by J.P. Morgan Asset Management with $1.27B in net assets. OGEAX expense ratio is 0.45%, holding 507 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. 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 12.33%. OGEAX dividend yield stands at 0.82%, paid quarterly.

OGEAX 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 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.