OIERX Mutual Fund (JPMorgan Equity Income Fund Class R5) is managed by J.P. Morgan Asset Management with $484.4M in net assets. OIERX expense ratio is 0.55%, holding 88 positions across sectors including Financials, Industrials, Health Care. Inception date: 2011-02-28.

OIERX performance shows a YTD return of 11.95%. The 1-year return is 22.06% and the 5-year return is 10.06%. OIERX dividend yield stands at 1.80%, paid monthly.

OIERX 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%). View all OIERX holdings, sector breakdown, or dividend history.

OIERX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OIERX alternatives are available via the screener, along with tax-loss harvesting opportunities.