OIEFX Mutual Fund

OIEFX Mutual Fund (JPMorgan Equity Income Fund Class R2) is managed by J.P. Morgan Asset Management with $95.2M in net assets. OIEFX expense ratio is 1.20%, holding 88 positions across sectors including Financials, Industrials, Health Care. 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 9.78%. OIEFX dividend yield stands at 9.06%, paid monthly.

OIEFX top holdings include Wells Fargo & Co. (2.8%), Alphabet Inc. C (2.5%), Conocophillips Common Stock USD 0.01 (2.5%), Johnson & Johnson - Common (2.5%), Chevron Corp (2.4%). 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.