JPMorgan Equity Income's long-tenured lead manager and lower-risk approach to income investing continue to warrant a Morningstar Analyst Rating of Gold across most of its share classes, except for the pricier C shares, which earn Silver.
Will HLIEX 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 HLIEX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HLIEX 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 HLIEX’s parent organization’s priorities and whether they’re in line with investors’ interests.