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JPMorgan Equity Income I HLIEX

Analyst rating as of
NAV / 1-Day Return
22.52  /  0.45 %
Total Assets
47.9 Bil
Adj. Expense Ratio
0.710%
Expense Ratio
0.710%
Fee Level
Average
Longest Manager Tenure
17.81 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000,000
Status
Limited
TTM Yield
1.62%
Turnover
16%
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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.

Dependable.

Analyst

Summary

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JPMorgan Equity Income’s talented leader and proven approach merit a Morningstar Analyst Rating of Gold for its cheapest share classes and Silver for its most expensive one.

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