Fund info

JPMorgan Equity Income Fund Class I is an institutional share class of an actively managed mutual fund designed to provide both capital appreciation and current income. The fund primarily invests at least 80% of its assets in equity securities, with a focus on large-cap U.S. companies exhibiting value characteristics. Its investment strategy emphasizes established firms with consistent dividend payments and strong fundamentals, appealing to investors who seek a blend of income and potential long-term growth. The fund is categorized within the large value segment and is known for its disciplined, research-driven approach. Rather than making drastic departures from its benchmark, the fund typically differentiates itself through active overweight positions in favored index constituents, resulting in a portfolio that closely tracks its benchmark but aims for incremental outperformance. Its sector allocations historically include notable positions in energy, industrials, healthcare, and technology, leveraging the expertise of a well-established management team. With a substantial asset base and an institutional focus, JPMorgan Equity Income Fund Class I plays a significant role in providing diversified, income-oriented exposure to U.S. equities for pension plans, endowments, and other large investors.