OIEFX Mutual Fund

OIEFX Mutual Fund (JPMorgan Equity Income Fund Class R2) is managed by J.P. Morgan Asset Management with $90.5M in net assets. OIEFX expense ratio is 1.20%, holding 82 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2011-02-28.

OIEFX performance shows a YTD return of 17.43%. The 1-year return is 21.57% and the 5-year return is 9.79%. OIEFX dividend yield stands at 8.96%, paid monthly.

OIEFX top holdings include Amazon.Com Inc (6.2%), Microsoft Corp (4.9%), Apple, Inc (3.5%), Johnson & Johnson - Common (2.5%), Philip Morris International Inc. (2.3%). Go to all OIEFX holdings, OIEFX sectors, or OIEFX dividends.

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