J.P. Morgan announced on Aug. 24, 2021, that JPMorgan Equity Income will close to new investors on Sept. 30, 2021. The strategy retains its Morningstar Analyst Ratings of Gold and Silver.
Will OIEIX 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 OIEIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OIEIX 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 OIEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.