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Jpmorgan Equity Income Fund Class I (HLIEX)

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22.92 +0.26 +1.15%

11/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 14.36B

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Equity

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HLIEX Overview

Find basic information about the Jpmorgan Equity Income Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add HLIEX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 2.68%

Prev. Close22.66

Risk Rating

TTM Yield1.75%

ROE21.01%

IssuerJPMorgan

Turnover9%

ROA6.77%

Inception DateJul 02, 1987

Total Assets14.36B

Expenses0.69%

Min. Investment1,000,000

Market Cap137.58B

CategoryLarge Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1028	1028	1077	1186	2030	2453
Fund Return	2.76%	2.76%	7.71%	5.86%	15.21%	9.39%
Place in category	313	313	397	802	734	260
% in Category	28	28	35	75	73	37

Top Equity Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Large Cap Growth R6	60.59B	-7.73	11.64	16.41
JPMorgan Large Cap Growth Select	24.24B	-7.78	11.37	16.11
JPMorgan Equity Income R6	20.53B	2.82	6.13	9.67
JPMorgan US Equity R6	16.06B	-5.60	8.32	12.68
JPMorgan Growth Advantage R6	8.29B	-9.78	8.61	15.47

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	69.96B	3.54	8.56	11.37
Vanguard Equity-Income Adm	54.22B	2.77	8.04	10.37
Vanguard Windsor II Admiral	48.93B	-0.66	7.46	10.37
American Funds American Mutual A	38.74B	2.42	7.14	9.61
Vanguard Value Index Adm	38.93B	2.62	8.03	10.34

Top Holdings

Name	ISIN	Weight %	Last	Change %
Wells Fargo&Co	US9497461015	3.64	63.14	+1.00%
Bank of America	US0605051046	2.88	36.70	+2.09%
UnitedHealth	US91324P1021	2.45	586.93	-2.09%
Charles Schwab	US8085131055	2.12	76.94	-0.02%
Chevron	US1667641005	2.11	135.34	-0.22%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Strong Sell	Sell
Technical Indicators	Strong Sell	Strong Sell	Sell
Summary	Strong Sell	Strong Sell	Sell

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