JPMorgan Equity Income Fund Class A (OIEIX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 3.85% | 4.67% | -0.82% |
Year-to-Date | 1.78% | 2.51% | -0.73% |
1 Year | 4.71% | 0.00% | 4.71% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
34%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 34% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.04%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,305
Real cost (fees + lost compounding)
$1,617
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-3.53%