OIEJX Mutual Fund
OIEJX Mutual Fund
NAV$29.19
AUM$22.3B
TER0.45%
Holdings88
See how much of OIEJX you already own
OIEJX Mutual Fund
NAV$29.19
JPMorgan Equity Income Fund Class R6
AUM$22.3B
TER0.45%
Holdings88
See how much of OIEJX you already own
OIEJX Mutual Fund Overlap Analysis
OIEJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OIEJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, OIEJX may share significant positions with broad-market funds.
OIEJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OIEJX tax-loss harvesting finds highly correlated but non-identical funds.