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Jpmorgan Equity Income Fund Class R6 (OIEJX)

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26.12 -0.05    -0.19%
08:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 22.96B
JPMorgan Equity Income R6 26.12 -0.05 -0.19%

Jpmorgan Equity Income Fund Class R6 Overview

 
Find basic information about the Jpmorgan Equity Income Fund Class R6 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 OIEJX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US46636U8760)
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Rating
1-Year Change24.86%
Prev. Close26.17
Risk Rating
TTM Yield2%
ROE21.68%
IssuerN/A
Turnover20%
ROA6.94%
Inception Date40939
Total Assets22.96B
Expenses0.45%
Min. Investment15,000,000
Market Cap132.33B
CategoryLarge Value
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1151 1091 1249 1293 1654 2661
Fund Return 15.08% 9.11% 24.91% 8.94% 10.58% 10.28%
Place in category 762 343 845 711 655 146
% in Category 65 30 73 66 66 23

Top Equity Funds by JPMorgan

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Large Cap Growth R6 65.01B 27.39 11.64 17.81
  JPMorgan Large Cap Growth Select 24.76B 27.15 11.36 17.50
  JPMorgan US Equity R6 17.68B 22.75 12.52 14.00
  JPMorgan Equity Income Select 16.5B 14.87 8.67 10.00
  JPMorgan Growth Advantage R6 9.61B 24.49 10.14 17.32

Top Funds for Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox Stock 68.92B 16.29 10.29 11.26
  Vanguard Equity-Income Adm 54.18B 16.01 10.77 10.58
  Vanguard Windsor II Admiral 50.3B 15.67 9.72 10.95
  American Funds American Mutual A 41.85B 17.66 10.79 10.22
  Vanguard Value Index Adm 38.71B 18.97 11.64 10.78

Top Holdings

Name ISIN Weight % Last Change %
  UnitedHealth US91324P1021 3.11 564.50 +0.27%
  Wells Fargo&Co US9497461015 2.87 64.92 -0.75%
  ConocoPhillips US20825C1045 2.58 109.54 +6.37%
  Bank of America US0605051046 2.51 41.82 -1.16%
  Philip Morris US7181721090 2.19 132.71 +0.45%

Technical Summary

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