OIEFX Mutual Fund (JPMorgan Equity Income Fund Class R2) is managed by J.P. Morgan Asset Management with $93.1M in net assets. OIEFX expense ratio is 1.20%, holding 88 positions across sectors including Financials, Industrials, Health Care. Inception date: 2011-02-28.

OIEFX performance shows a YTD return of 11.57%. The 1-year return is 21.23% and the 5-year return is 9.32%. OIEFX dividend yield stands at 1.22%, paid monthly.

OIEFX 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 OIEFX holdings, sector breakdown, or dividend history.

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