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Jpmorgan Equity Income Fd R5: (MF: OIERX)
(NASDAQ Mutual Funds) As of Dec 11, 2025 06:11 PM ET
$25.06 USD
-2.04 (-7.53%)
Zacks MF Rank
1-Strong Buy of 5 1
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| JPMorgan Equity Income R5 | OIERX | NA | NA | 0.00 | 0.00 | 0.40 | 0.55 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| JPMorgan Equity Income Fund Sel | HLIEX | 26.58 | 7/2/1987 | 1.56 | 8.02 | 10.00 | 13.00 |
| JPMorgan Equity Income Fund A | OIEIX | 25.99 | 2/18/1992 | 1.37 | 7.73 | 9.72 | 12.71 |
| JPMorgan Equity Income Fund C | OINCX | 25.32 | 11/4/1997 | 0.95 | 7.23 | 9.18 | 12.15 |
| JPMorgan Equity Income Fund R2 | OIEFX | 25.83 | 2/28/2011 | 1.15 | 7.50 | 9.44 | 12.44 |
| JPMorgan Equity Income Fund R5 | OIERX | 25.06 | 2/28/2011 | 1.70 | 8.18 | 10.17 | 13.18 |
| JPMorgan Equity Income Fund R6 | OIEJX | 26.58 | 1/31/2012 | 1.79 | 8.29 | 10.28 | 13.28 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |