5 / 5 Stars
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 326 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 24.28 percent over the past year, 15.63 percent over the past three years, 22.48 percent over the past five years, and 8.41 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.4%|
|3 Years (Annualized)||15.6%|
|5 Years (Annualized)||22.5%|
|10 Years (Annualized)||8.4%|
The investment seeks current income through regular payment of dividends with the secondary goal of achieving capital appreciation by investing primarily in equity securities. The fund normally invests at least 80% of assets in the equity securities of corporations that regularly pay dividends, including common stocks and debt securities and preferred stock convertible to common stock. It invests primarily in common stock and real estate investment trusts (REITs). The fund will primarily use futures contracts to more effectively gain targeted equity exposure from its cash positions.
Fees are Low compared to funds in the same category.
JPMorgan Equity Income Fund has an expense ratio of 0.53 percent.
Risk is Low compared to funds in the same category according to Morningstar.