OIEFX Mutual Fund Analysis & Holdings | MarketXLS

OIEFX Mutual Fund

NAV$28.35

AUM$93M

TER1.20%

Holdings88

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OIEFX Mutual Fund

NAV$28.35

JPMorgan Equity Income Fund Class R2

AUM$93M

TER1.20%

Holdings88

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare OIEFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings OIEFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OIEFX Mutual Fund Overlap Analysis

OIEFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

OIEFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, OIEFX may share significant positions with broad-market funds.

OIEFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OIEFX tax-loss harvesting finds highly correlated but non-identical funds.