OIEPX Mutual Fund

OIEPX Mutual Fund (JPMorgan Equity Income Fund Class R3) is managed by J.P. Morgan Asset Management with $152.8M in net assets. OIEPX expense ratio is 0.95%, holding 88 positions across sectors including Financials, Industrials, Health Care. Inception date: 2016-09-09.

OIEPX performance shows a YTD return of 16.47%. The 1-year return is 25.13% and the 5-year return is 10.20%. OIEPX dividend yield stands at 9.25%, paid monthly.

OIEPX 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 OIEPX holdings, OIEPX sectors, or OIEPX dividends.

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