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Jpmorgan Equity Income Fund Class I (HLIEX)

US Funds

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24.00 +0.29 +1.22%

20/12 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 15.6B

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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 Change4.85%

Prev. Close23.71

Risk Rating

TTM Yield1.69%

ROE20.40%

IssuerN/A

Turnover20%

ROA6.75%

Inception DateJul 02, 1987

Total Assets15.6B

Expenses0.70%

Min. Investment1,000,000

Market Cap134.24B

CategoryLarge Value

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Jpmorgan Equity Income Fund Class I Analysis

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EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1218	1074	1275	1332	1671	2600
Fund Return	21.82%	7.42%	27.47%	10.03%	10.82%	10.03%
Place in category	561	222	615	683	601	206
% in Category	50	19	55	63	59	29

Top Equity Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Large Cap Growth R6	67.8B	34.70	11.07	17.87
JPMorgan Large Cap Growth Select	25.94B	34.39	10.79	17.56
JPMorgan Equity Income R6	22.1B	22.10	10.32	10.31
JPMorgan US Equity R6	17.67B	29.10	11.71	14.03
JPMorgan Growth Advantage R6	9.77B	32.85	9.74	17.44

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	70.82B	22.10	11.98	11.55
Vanguard Equity-Income Adm	55.74B	20.82	11.53	10.54
Vanguard Windsor II Admiral	51B	19.09	9.58	10.82
American Funds American Mutual A	40.53B	20.22	10.11	9.79
Vanguard Value Index Adm	39.97B	23.79	12.28	10.75

Top Holdings

Name	ISIN	Weight %	Last	Change %
Wells Fargo&Co	US9497461015	3.22	70.34	+2.16%
UnitedHealth	US91324P1021	2.99	500.13	+2.22%
Bank of America	US0605051046	2.59	44.17	+1.82%
ConocoPhillips	US20825C1045	2.39	95.12	-0.06%
Philip Morris	US7181721090	2.31	124.22	+1.68%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	JPMorgan Equity I.	24.00	+0.29	+1.22%