JPMorgan Global Equity Income Fund

Scorecard
2 / 5 Stars
Lipper
1 2 4 4 1
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 304 World Stock 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 18.17 percent over the past year, and 8.90 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 5.3%
1 Year 18.2%
3 Years (Annualized) 8.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide both current income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its assets in equity securities. Generally, the fund intends to focus its investments in dividend yielding equity securities. The fund may invest in securities of issuers located anywhere in the world and may invest any amount of its assets in emerging markets. Under normal circumstances, the fund intends to invest at least 40% of its total assets in countries other than the United States.

Fees

Fees are Above Average compared to funds in the same category.
JPMorgan Global Equity Income Fund has an expense ratio of 1.24 percent.

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Risk

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

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