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JPMorgan Equity Income I HLIEX

Analyst rating as of
NAV / 1-Day Return
17.64  /  1.20 %
Total Assets
31.0 Bil
Adj. Expense Ratio
0.740%
Expense Ratio
0.740%
Fee Level
Average
Longest Manager Tenure
16.02 years
Category
US Fund Large Value
Investment Style
Large Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
2.14%
Turnover
23%
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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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