OEICX Rating, Research - JPMorgan Equity Index C

JPMorgan Equity Index C (oeicx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 293

Threats + Weaknesses = 187

When strengths & opportunities substantially exceed threats & weaknesses an investment in the oeicx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

JPMorgan Equity Index C (OEICX) Description: OEICX is a mutual fund, which is an investment that owns a basket of assets. The OEICX mutual fund was provided by JPMorgan and this investment vehicle derives the majority of its value from equity holdings (stocks). JPMorgans mutual fund has a long management tenure and is in the small fund size classification. OEICXs minimum initial investment amount is $1000 while the IRA minimum is $1000. OEICXs expense ratio is roughly 1%. The latest OEICXs front end load was 0% and the back end load was 1%. The JPMorgan Equity Index C (OEICX) mutual fund falls under the large-cap mixed category. OEICX focuses its investments in USA and OEICX is not affiliated with a particular industry or fund sector. The JPMorgan Equity Index C (OEICX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OEICXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OEICXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital and future income. The fund invests normally at least 80% of net assets in equity securities (see equity research). It invests primarily in U.S. companies that the portfolio manager believes are undervalued by the market but have solid growth prospects. The fund also may invest to a lesser extent in foreign securities and debt securities.

Management Analysis Update

Performance Analysis Update