OIEQX Mutual Fund (JPMorgan Equity Income Fund Class R4) is managed by J.P. Morgan Asset Management with $92.5M in net assets. OIEQX expense ratio is 0.70%, holding 88 positions across sectors including Financials, Industrials, Health Care. Inception date: 2016-09-09.

OIEQX performance shows a YTD return of 11.85%. The 1-year return is 21.83% and the 5-year return is 9.88%. OIEQX dividend yield stands at 1.66%, paid monthly.

OIEQX 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 OIEQX holdings, sector breakdown, or dividend history.

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