OIERX Mutual Fund

OIERX Mutual Fund (JPMorgan Equity Income Fund Class R5) is managed by J.P. Morgan Asset Management with $446.0M in net assets. OIERX expense ratio is 0.55%, holding 82 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2011-02-28.

OIERX performance shows a YTD return of 17.94%. The 1-year return is 22.39% and the 5-year return is 10.41%. OIERX dividend yield stands at 9.25%, paid monthly.

OIERX 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 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.