Jpmorgan Equity Income Fund Quote
| HLIEX Fund | USD 24.40 0.09 0.37% |
PerformanceInsignificant
| Odds Of DistressLow
|
Jpmorgan Equity is trading at 24.40 as of the 22nd of March 2025; that is 0.37 percent down since the beginning of the trading day. The fund's open price was 24.49. Jpmorgan Equity has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds assets will be invested in the equity securities of corporations that regularly pay dividends, including common stocks and debt securities and preferred securities convertible to common stock. More on Jpmorgan Equity Income
Moving together with Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Value Funds, Large Value, JPMorgan, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 17th of February 2023 |
| Fiscal Year End | June |
Jpmorgan Equity Income [HLIEX] is traded in USA and was established 22nd of March 2025. Jpmorgan Equity is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Large Value category and is part of JPMorgan family. This fund currently has accumulated 47.89 B in assets under management (AUM) with minimum initial investment of 1000 K. Jpmorgan Equity Income is currently producing year-to-date (YTD) return of 1.09% with the current yeild of 0.02%, while the total return for the last 3 years was 6.86%.
Check Jpmorgan Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Equity Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jpmorgan Equity Income Mutual Fund Constituents
| MRK | Merck Company | Stock | Health Care | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| PNC | PNC Financial Services | Stock | Financials | |
| PM | Philip Morris International | Stock | Consumer Staples |
Jpmorgan Equity Income Risk Profiles
| Mean Deviation | 0.6635 | |||
| Standard Deviation | 0.8388 | |||
| Variance | 0.7035 | |||
| Risk Adjusted Performance | (0.01) |
Jpmorgan Equity Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Equity financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Equity security.
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