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Jpmorgan Equity Income Fund Class A (OIEIX)

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23.41 -0.04    -0.17%
26/04 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 4.47B
JPMorgan Equity Income A 23.41 -0.04 -0.17%

OIEIX Overview

 
Find basic information about the Jpmorgan Equity Income Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OIEIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change8.82%
Prev. Close23.45
Risk Rating
TTM Yield1.71%
ROE23.01%
IssuerN/A
Turnover9%
ROA7.28%
Inception Date33652
Total Assets4.47B
Expenses0.95%
Min. Investment1,000
Market Cap118.89B
CategoryLarge Value
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Jpmorgan Equity Income Fund Class A Analysis


Performance

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Condition

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Frequency

Frequency

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1073 1073 1148 1251 1609 2463
Fund Return 7.29% 7.29% 14.83% 7.75% 9.98% 9.43%
Place in category 959 959 1050 858 731 273
% in Category 76 76 86 74 70 38

Top Equity Funds by JPMorgan

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Large Cap Growth R6 53.14B 16.14 11.52 17.56
  JPMorgan Equity Income R6 22.2B 7.40 8.30 10.00
  JPMorgan Large Cap Growth Select 20.48B 16.08 11.24 17.26
  JPMorgan Equity Income Select 16.53B 7.33 8.03 9.71
  JPMorgan US Equity R6 15.33B 11.22 12.03 13.57

Top Funds for Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox Stock 67.07B 8.50 10.37 11.08
  Vanguard Equity-Income Adm 51.96B 7.81 9.87 10.27
  Vanguard Windsor II Admiral 48.41B 8.89 9.92 10.76
  American Funds American Mutual A 38.32B 7.08 9.04 9.67
  Vanguard Value Index Adm 36.41B 9.75 10.19 10.44

Top Holdings

Name ISIN Weight % Last Change %
  Wells Fargo&Co US9497461015 2.96 59.90 -0.05%
  ConocoPhillips US20825C1045 2.79 130.23 +0.09%
  Chevron US1667641005 2.14 165.83 +0.33%
  Bank of America US0605051046 2.12 37.82 -0.24%
  AbbVie US00287Y1091 2.04 159.62 -4.58%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Buy Strong Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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