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Jpmorgan Equity Income Fd Cl C: (MF: OINCX)

(NASDAQ Mutual Funds) As of Oct 26, 2026 05:59 PM ET

$27.47 USD

+0.12 (0.44%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 13.02 24
3 months 0.47 27
6 months 11.47 23
1 Year 15.54 25
3 Year 15.84 37
5 Year 9.54 43
10 Year 10.59 35

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 91.85
Bear Market (10/07 - 2/09) -45.85
Bull Market (2/09 - 3/21) 779.15

Load Adjusted Returns as of Sep 30, 2026

1 Year 14.39
5 Year 9.54
10 Year 10.59
Since Inception 7.29

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.38 10.94 0.47 NA
2025 2.57 3.18 5.13 2.22
2024 7.14 -2.04 8.86 -2.24
2023 -2.51 1.97 -3.43 8.25
2022 -0.04 -9.13 -4.91 12.77
2021 9.32 6.00 -1.19 8.50

Annual Return

20262025202420232022202120202019201820172016
% Total Return 13.0213.7511.693.92-2.6024.232.8125.30-5.1816.6314.16
% Total Return Rel to Index 0.27-4.46-13.32-22.3215.59-4.44-15.58-6.18-0.78-5.162.22
% Total Return Rel to Peer 4.050.290.05-5.454.363.23-2.333.311.842.522.80
% Perf Quintile vs Peer* 2.003.003.005.001.003.004.002.002.002.002.00
% Dividends 0.120.240.270.310.270.200.230.220.240.180.21
% Yield 0.620.891.070.851.190.811.151.101.451.001.39
Capital Gains ($) 0.002.251.490.160.380.430.000.190.460.160.09
Expense Ratio 1.451.451.451.451.451.451.471.481.501.541.54

* 1 = Top 20%, 5 = Bottom 20%