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JPMorgan Equity Index I HLEIX

Analyst rating as of
NAV / 1-Day Return
63.73  /  0.75 %
Total Assets
6.9 Bil
Adj. Expense Ratio
0.200%
Expense Ratio
0.200%
Fee Level
Low
Longest Manager Tenure
17.36 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.38%
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 solid option for U.S. large-cap exposure.

Associate Analyst

Summary

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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.

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