OGEAX Mutual Fund
OGEAX Mutual Fund
JPMorgan Equity Index Fund Class A
OGEAX Mutual Fund Overview
OGEAX Mutual Fund (JPMorgan Equity Index Fund Class A) is managed by J.P. Morgan Asset Management with $1.21B in net assets. OGEAX expense ratio is 0.45%, holding 507 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 1992-02-18.
OGEAX performance shows a YTD return of 9.73%. The 1-year return is 21.77% and the 5-year return is 12.88%. OGEAX dividend yield stands at 0.82%, paid quarterly.
OGEAX top holdings include Nvidia Corp. (7.5%), Apple, Inc (6.6%), Microsoft Corp 4.100 Feb 06 37 (4.9%), Amazon.Com Inc (3.6%), Alphabet Inc Common Stock USD 0.001 (3.0%). View all OGEAX holdings, sector breakdown, or dividend history.
OGEAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OGEAX alternatives are available via the screener, along with tax-loss harvesting opportunities.