OIEFX Mutual Fund

OIEFX Mutual Fund (JPMorgan Equity Income Fund Class R2) is managed by J.P. Morgan Asset Management with $93.3M in net assets. OIEFX expense ratio is 1.20%, holding 88 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2011-02-28.

OIEFX performance shows a YTD return of 16.31%. The 1-year return is 24.83% and the 5-year return is 9.92%. OIEFX dividend yield stands at 9.06%, paid monthly.

OIEFX top holdings include Amazon.Com Inc (5.3%), Apple, Inc (3.7%), Microsoft Corp (3.0%), 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.