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JPMorgan Equity Index I HLEIX

Analyst rating as of
NAV / 1-Day Return
58.03  /  0.46 %
Total Assets
6.8 Bil
Adj. Expense Ratio
0.200%
Expense Ratio
0.200%
Fee Level
Low
Longest Manager Tenure
17.16 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.55%
Turnover
15%
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Morningstar’s Analysis

Will HLEIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A robust option to invest in large-cap U.S. stock funds

Summary

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JPMorgan Equity Index is a robust option to invest in large-cap U.S. stock funds. The S&P 500, which it tracks, effectively diversifies risk and has proved tough to beat. Under our new ratings framework, which places a greater focus on fees and benchmark-relative performance, the Morningstar Analyst Rating for the fund’s clean share class is upgraded to Silver from Bronze. Cheaper share classes are rated Silver, while the more-expensive shares are rated Bronze.

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