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Jpmorgan Equity Income Fd R5: (MF: OIERX)

(NASDAQ Mutual Funds) As of Jun 27, 2025 08:00 PM ET

$25.11 USD

+0.12 (0.48%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for OIERX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Report

Fund Description

NA

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
JPMorgan Equity Income R5 OIERX NA NA 0.00 0.00 0.40 0.54

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
JPMorgan Equity Income Fund Sel HLIEX 24.58 7/2/1987 1.70 8.27 6.58 12.25
JPMorgan Equity Income Fund A OIEIX 23.76 2/18/1992 1.50 7.96 6.31 11.95
JPMorgan Equity Income Fund C OINCX 23.51 11/4/1997 1.06 7.45 5.78 11.40
JPMorgan Equity Income Fund R2 OIEFX 23.89 2/28/2011 1.27 7.69 6.03 11.67
JPMorgan Equity Income Fund R5 OIERX 25.11 2/28/2011 1.85 8.42 6.74 12.40
JPMorgan Equity Income Fund R6 OIEJX 24.68 1/31/2012 1.94 8.49 6.83 12.52

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
JPMorgan Equity Income R5 OIERX 0 0 0 M

Contact Information

Family J.P. Morgan
Address P.O.Box 8528
Boston, MA 02266
Phone 800 480-4111