JPMorgan Equity Income Fund Class R5 (OIERX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 3.54% | 4.43% | -0.89% |
Year-to-Date | 1.74% | 2.61% | -0.88% |
1 Year | 4.65% | 0.00% | 4.65% |
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
- 0.58%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$745
Real cost (fees + lost compounding)
$920
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-3.15%