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JPMorgan Equity Income Fund

ProfileAssetsFlowsFeesPerformanceRetirementManagers

JPMorgan Equity Income Fund

ProfileAssetsFlowsFeesPerformanceRetirementManagers

Profile

Data Providers

Overview

  • category
    Equity Income Funds
  • management type
    Active
  • total assets
    $13.79B
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Assets

Net Assets

Total Net Assets

$13.79B

(Through Dec 2016)

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  • Net Assets
  • Share Class
  • Distribution Channel
There is no Net Asset data available to display at this time.

Flows

Net Flows

1 Year Net Flows

$1.56B

(Through Dec 2016)

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  • Net Flows
  • Share Class
  • Distribution Channel
There is no Net Flows data available to display at this time.
* BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

Fees

Fee Comparison

expense ratio range

0.49% to 1.52%

There is no Fee data available to display at this time.
Why Do Investment Expenses Matter?
Ryan Alfred

Turnover

turnover

20.0%

There is no Turnover data available to display at this time.
Why Does Fund Turnover Matter?
Ryan Alfred

Performance

Growth of 10k

1 Year Return

9.89% to 11.03%

There is no Performance data available to display at this time.

Retirement

Top Plans

Plan Name % Allocation
Allen & O'Hara, Inc. 401(k) Plan
29%
HDNet LLC 401(k) Profit Sharing Plan
29%
Tollefson's Retail Group 401(k) Profit Sharing Plan
28%
Some Plan Name
10%
Some Other Really long plan Name
5%
Another Plan Name
10%
Finally, the Plan Name
5%
View all plans with this Fund
for Asset Managers

Managers

Current Fund Managers

  • Clare Hart

    01-01-2004 - present

  • Jonathan K.L. Simon

    01-01-2004 - present