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JPMorgan Equity Income Fund Class R5 (OIERX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.21+0.13 (+0.59%)
At close: 8:00PM EDT
Full screen
Previous Close22.08
YTD Return9.54%
Expense Ratio (net)0.57%
CategoryLarge Value
Last Cap Gain0.00
Morningstar Rating★★★★★
Morningstar Risk RatingBelow Average
Sustainability Rating
Net Assets42.36B
Beta (5Y Monthly)0.95
5y Average ReturnN/A
Holdings Turnover22.00%
Last Dividend0.04
Average for CategoryN/A
Inception DateFeb 28, 2011
  • Barrons.com

    6 Dividend Funds for Long-Term Investors

    “Stocks with above-average dividends have generally held up relatively well in previous market downturns,” wrote Amy Arnott, a portfolio strategist at Morningstar, pointing to the fourth quarter of 1987, the early 2000s, and the fourth quarter of 2018 as examples.