The JPMorgan Equity Income Fund has left average behind
Since portfolio manager Clare Hart started managing the fund in the beginning of 2005, a $100,000 investment would have returned $55,188 more than the same investment in the iShares Russell 1000 Value ETF, even after fees.
A TRACK RECORD OF OUTPERFORMANCE
EXCESS GROWTH OF $100,000
Attractive performance achieved with lower risk
The Fund’s focus on high-quality U.S. companies with healthy and sustainable dividends has also delivered lower volatility1 than its peers and superior performance in down markets.
Morningstar Rating™ | Large ValueSource: Morningstar. I Shares. Three-year rating: 4 stars, 1086 funds rated. Five-year rating: 4 stars, 958 funds rated. Ten-year rating: 5 stars, 687 funds rated. Overall rating, 1086 funds were rated. Ratings reflect risk-adjusted performance. Different share classes may have different rankings. Rankings do not take sales load into account. The Overall Morningstar Rating™ is derived from a weighted average of the performance figures associated with the fund's 3-, 5- and 10-year (as applicable) Morningstar Rating metrics.
Chart source: Morningstar, J.P. Morgan Asset Management as of 3/31/18. 11th percentile 10-yr. down capture ratio, Morningstar Large Value. Down capture measures performance of the manager relative to the index in down markets: 1-yr. (394/1311), 3-yrs. (250/1210), 5-yrs. (230/1136) and 10-yrs. (101/972). 110th percentile 10-yr. standard deviation vs. Morningstar Large Value category. Risk is measured by standard deviation — a gauge of the variance of a manager’s return over its average or mean: 1-yr. (533/1311), 3-yrs. (203/1210), 5-yrs. (226/1136) and 10-yrs. (96/972).
OUTPERFORMANCE IN DOWN MARKETS
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PERFORMANCE AND EXPENSES
AS OF 3/31/18