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This is a list of JPMorgan Equity Income Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on JPMorgan Equity Income Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for JPMorgan Equity Income Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for JPMorgan Equity Income Funds.
This page includes relevant dividend information on JPMorgan Equity Income Funds.
The table below illustrates valuable information regarding the primary fund manager for JPMorgan Equity Income Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in JPMorgan Equity Income Funds.
This list includes asset allocation proportions of the underlying holdings for JPMorgan Equity Income Funds.
|Fund Name||Share Class & Symbol||Primary Category||Net Assets ($M USD)||1 Year Return||1 Year Rank in Primary Category||Exp Ratio||Primary Manager Tenure (yrs)|
|JPMorgan Equity Income Fund||Inst (HLIEX)||U.S. Large-Cap Value Equity||$30,214.52||1.29%||26.18%||0.74%||16.01|
|JPMorgan Large Cap Growth Fund||Inst (SEEGX)||U.S. Large-Cap Growth Equity||$26,004.62||35.43%||20.91%||0.84%||16.01|
|JPMorgan U.S. Equity Fund||Retirement (JMUEX)||U.S. Large-Cap Blend Equity||$16,094.58||18.82%||21.37%||0.60%||19.59|
|JPMorgan Mid Cap Value Fund||Retirement (FLMVX)||U.S. Mid-Cap Value Equity||$13,074.63||-7.94%||72.65%||0.85%||22.73|
|JPMorgan Growth Advantage Fund||A (VHIAX)||U.S. Large-Cap Growth Equity||$11,808.83||40.35%||14.72%||1.25%||18.59|
|JPMorgan Emerging Markets Equity Fund||Retirement (JMIEX)||Emerging Markets Equity||$10,044.94||29.16%||9.40%||1.06%||14.92|
|JPMorgan Hedged Equity Fund||Inst (JHEQX)||U.S. All Cap Equity||$9,693.30||14.80%||11.66%||0.61%||6.64|
|JPMorgan Value Advantage Fund||Inst (JVASX)||U.S. Large-Cap Value Equity||$8,835.00||-7.01%||73.35%||0.99%||15.43|
|JPMorgan Small Cap Equity Fund||A (VSEAX)||U.S. Small-Cap Blend Equity||$6,881.49||3.56%||25.23%||1.25%||12.76|
|JPMorgan Mid Cap Growth Fund||Inst (HLGEX)||U.S. Mid-Cap Growth Equity||$5,938.41||26.28%||13.92%||1.00%||15.84|
|JPMorgan Equity Index Fund||Inst (HLEIX)||U.S. Large-Cap Blend Equity||$5,219.54||20.08%||15.78%||0.38%||16.59|
|JPMorgan International Research Enhanced Equity Fund||Inst (OIEAX)||International and Foreign Large-Cap Blend Equity||$5,080.64||1.41%||83.67%||0.56%||5.85|
|JPMorgan Small Cap Growth Fund||A (PGSGX)||U.S. Small-Cap Growth Equity||$4,282.20||30.65%||5.73%||1.27%||15.92|
|JPMorgan U.S. Research Enhanced Equity Fund||Inst (JPIEX)||U.S. Large-Cap Blend Equity||$4,259.24||-4.24%||93.04%||0.44%||N/A|
|JPMorgan SmartRetirement® 2045 Fund||Inst (JSASX)||Total Dividend Income Equity||$4,014.67||3.44%||73.65%||0.27%||12.09|
|Undiscovered Managers Behavioral Value Fund||Retirement (UBVLX)||U.S. Small-Cap Value Equity||$3,645.56||-14.49%||83.66%||0.95%||21.61|
|JPMorgan SmartRetirement® 2050 Fund||Inst (JTSSX)||Total Dividend Income Equity||$3,617.49||3.83%||72.76%||0.27%||12.09|
|JPMorgan U.S. Large Cap Core Plus Fund||Inst (JLPSX)||U.S. Large-Cap Blend Equity||$3,222.08||21.69%||8.23%||1.91%||14.76|
|JPMorgan Investor Growth Fund||Inst (ONIFX)||Total Dividend Income Equity||$3,041.53||9.73%||43.53%||0.36%||14.76|
|JPMorgan International Equity Fund||Inst (VSIEX)||International and Foreign Large-Cap Blend Equity||$2,990.58||8.41%||35.24%||0.96%||16.43|
|Fund Name||YTD||YTD Rank in Primary Category||1 Year Return||1 Year Rank in Primary Category||3 Year Return||3 Year Rank in Primary Category|
|Fund Name||5 Year Return||5 Year Rank in Primary Category||10 Year Return||10 Year Rank in Primary Category||Inception Date|
|Fund Name||Exp Ratio||Management Fee||12b-1||Admin Fee||Front Load||Deferred Load||Max Redemption Fee||Turnover|
|Fund Name||Div Yield||Last Dividend Date||Last Dividend Amount||Dividend Frequency||Net Income Ratio|
|Fund Name||YTD||Primary Manager||Start Date||Primary Manager Tenure (yrs)||Tenure Rank|
|Fund Name||IRA Minimum||Standard Minimum|
|Fund Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|
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