OIEQX Mutual Fund
OIEQX Mutual Fund
OIEQX Mutual Fund
JPMorgan Equity Income Fund Class R4
OIEQX Mutual Fund Overview
OIEQX Mutual Fund (JPMorgan Equity Income Fund Class R4) is managed by J.P. Morgan Asset Management with $89.5M in net assets. OIEQX expense ratio is 0.70%, holding 82 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2016-09-09.
OIEQX performance shows a YTD return of 17.85%. The 1-year return is 22.25% and the 5-year return is 10.25%. OIEQX dividend yield stands at 9.13%, paid monthly.
OIEQX top holdings include Amazon.Com Inc (6.2%), Microsoft Corp (4.9%), Apple, Inc (3.5%), Johnson & Johnson - Common (2.5%), Philip Morris International Inc. (2.3%). Go to all OIEQX holdings, OIEQX sectors, or OIEQX dividends.
OIEQX can be compared against other funds. Use OIEQX overlap to find shared positions, or OIEQX vs another fund for a side-by-side view. OIEQX alternatives are available via the screener, along with tax-loss harvesting opportunities.