JPMorgan Equity Index Fund Select Class (HLEIX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 4.87% | 4.68% | 0.19% |
Year-to-Date | 5.16% | 4.66% | 0.50% |
1 Year | 20.59% | 0.00% | 20.59% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
34%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 34% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.20%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$262
Real cost (fees + lost compounding)
$323
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
100%
Return in excess of styles
(over past year)
-2.33%