OIEQX — JPMorgan Equity Income Fund Class R4
JPMorgan Equity Income Fund Class R4 (OIEQX)
OIEQX pays a 0.01% distribution rate, on a 0.70% expense ratio. Its Distribution Safety Score™ is 71 (Generally safe), giving a Safety-Adjusted Yield of 0.01%. Distributions fell 98.6% over the past year. Total return is 210.7% over the past 9.9 years, 110.6 points behind SPY at 321.3%. Its deepest 1-year drawdown was 7.1%.
JPMorgan Equity Income Fund Class R4 is a mutual fund that invests at least 80% of its assets in dividend-paying equity securities, primarily large-cap stocks but also companies of varying sizes, along with convertible preferred and debt securities. The fund carries a modest current distribution rate and has an expense ratio of 0.70%. It appeals to income-focused investors seeking dividend exposure across a diversified equity portfolio.
OIEQX key facts
- Distribution Safety Score™
- 71 · Generally safe
- Safety-Adjusted Yield
- 0.01%
- Issuer
- JPMorgan
- Asset type
- Mutual Fund
- Asset class
- Equity
- Expense ratio
- 0.70%
- Distribution rate
- 0.01%
- Trailing yield
- 9.00%
- Last close
- $29.37
- AUM
- $18,924,048,384
- Average volume
- 0.0
- Last dividend
- $0.0160
- Ex-dividend date
- 07/29/2026
- Beta
- 0.67
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