JPMorgan Equity Index provides a broadly diversified and low-turnover portfolio that is representative of U.S. large-cap stocks. Its competitive expense ratio gives it a durable performance edge over category peers. Under our new ratings framework, the R6 share class warrants a Morningstar Analyst Rating upgrade to Gold from Silver due to its lower fee; the more expensive share classes maintain Silver and Bronze ratings.
Will OEICX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OEICX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OEICX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of OEICX’s parent organization’s priorities and whether they’re in line with investors’ interests.