JPMorgan Equity Income Fund

Scorecard
5 / 5 Stars
Lipper
5 5 5 5 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

U.S. News evaluated 329 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 21.77 percent over the past year, 16.00 percent over the past three years, 21.59 percent over the past five years, and 8.78 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 2.5%
1 Year 21.8%
3 Years (Annualized) 16.0%
5 Years (Annualized) 21.6%
10 Years (Annualized) 8.8%

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Summary

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

Fees are Low compared to funds in the same category.
JPMorgan Equity Income Fund has an expense ratio of 0.58 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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