OEICX : JPMorgan Equity Index Fund Class C

OEICX is a US Stocks Market Large Blend index fund with HIGH fees.

OEICX

JPMorgan Equity Index Fund Class C

FI Score

51 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

10 /10

Market Size

8 /10

51% FI Score
  • oeicx
  • Mutual Fund
  • US Stocks
  • Large Blend

JPMorgan Equity Index Fund Class C

Expenses: 1.05% (Better than 0% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks investment results that correspond to the aggregate price and dividend performance of securities in the Standard & Poor's 500 Composite Stock Price Index (S&P 500 Index). The fund invests in stocks included in the S&P 500 Index and also may invest in stock index futures. The fund's adviser attempts to track the aggregate price and dividend performance of securities in the S&P 500 Index to achieve a correlation of at least 0.95 between the performance of the fund and that of the index without taking into account the fund's expenses.

Largest Holdings

Amount Holding
5.64% Microsoft Corp
5.06% Apple Inc
4.25% Amazon.com Inc
2.03% Facebook Inc A
1.66% Alphabet Inc A
1.66% Alphabet Inc Class C
1.63% Johnson & Johnson
1.51% Berkshire Hathaway Inc Class B
1.26% Visa Inc Class A
1.24% JPMorgan Chase & Co
1.21% Procter & Gamble Co
1.14% UnitedHealth Group Inc
1.08% Intel Corp
1.01% Mastercard Inc A
0.99% The Home Depot Inc
0.98% Verizon Communications Inc
0.92% AT&T Inc
0.88% Pfizer Inc
0.83% Merck & Co Inc
0.81% Exxon Mobil Corp
0.80% The Walt Disney Co
0.80% Bank of America Corp
0.76% PepsiCo Inc
0.76% Netflix Inc
0.74% Cisco Systems Inc

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