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 512 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1992-02-18.

OGEAX performance shows a YTD return of 12.56%. The 1-year return is 19.84% and the 5-year return is 12.28%. OGEAX dividend yield stands at 0.80%, paid quarterly.

OGEAX top holdings include Nvidia Corp (8.1%), Apple, Inc (7.0%), Microsoft Corp (5.7%), Amazon.Com Inc (3.8%), Alphabet Inc,class A (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.