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JPMorgan Equity Income I HLIEX

Analyst rating as of
NAV / 1-Day Return
22.19  /  0.54 %
Total Assets
44.1 Bil
Adj. Expense Ratio
0.720%
Expense Ratio
0.720%
Fee Level
Average
Longest Manager Tenure
16.71 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.63%
Turnover
22%
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Morningstar’s Analysis

Will HLIEX outperform in future?

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

Best in breed.

Summary

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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.

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