OIEQX Mutual Fund

OIEQX Mutual Fund (JPMorgan Equity Income Fund Class R4) is managed by J.P. Morgan Asset Management with $94.9M in net assets. OIEQX expense ratio is 0.70%, holding 88 positions across sectors including Financials, Industrials, Health Care. Inception date: 2016-09-09.

OIEQX performance shows a YTD return of 16.67%. The 1-year return is 25.47% and the 5-year return is 10.35%. OIEQX dividend yield stands at 9.23%, paid monthly.

OIEQX 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 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.