OIERX Mutual Fund
OIERX Mutual Fund
OIERX Mutual Fund
JPMorgan Equity Income Fund Class R5
OIERX Mutual Fund Overview
OIERX Mutual Fund (JPMorgan Equity Income Fund Class R5) is managed by J.P. Morgan Asset Management with $461.7M in net assets. OIERX expense ratio is 0.55%, holding 88 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2011-02-28.
OIERX performance shows a YTD return of 16.74%. The 1-year return is 25.65% and the 5-year return is 10.65%. OIERX dividend yield stands at 9.36%, paid monthly.
OIERX top holdings include Amazon.Com Inc (5.3%), Apple, Inc (3.7%), Microsoft Corp (3.0%), Johnson & Johnson - Common (2.5%), Philip Morris International Inc. (2.3%). Go to all OIERX holdings, OIERX sectors, or OIERX dividends.
OIERX can be compared against other funds. Use OIERX overlap to find shared positions, or OIERX vs another fund for a side-by-side view. OIERX alternatives are available via the screener, along with tax-loss harvesting opportunities.