OIEPX Mutual Fund

OIEPX Mutual Fund (JPMorgan Equity Income Fund Class R3) is managed by J.P. Morgan Asset Management with $154.9M 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 11.69%. The 1-year return is 21.55% and the 5-year return is 9.61%. OIEPX dividend yield stands at 1.46%, paid monthly.

OIEPX top holdings include Wells Fargo & Co (2.8%), Alphabet Inc series C (2.5%), Conocophilips (2.5%), JOHNSON AND JOHNSON (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.