HLEIX Rating, Research - JPMorgan Equity Index Select

JPMorgan Equity Index Select (hleix)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 293

Threats + Weaknesses = 187

When strengths & opportunities substantially exceed threats & weaknesses an investment in the hleix mutual fund has great long term potential.

Fund Management Team

Fund Description Update

JPMorgan Equity Index Select (HLEIX) Description: HLEIX is a mutual fund, which is an investment that owns a basket of assets. The HLEIX mutual fund was provided by JPMorgan and this investment vehicle derives the majority of its value from equity holdings (stocks). JPMorgans mutual fund has a long management tenure and is in the large fund size classification. HLEIXs minimum initial investment amount is $1000000 while the IRA minimum is $1000000. HLEIXs expense ratio is roughly 0%. The latest HLEIXs front end load was 0% and the back end load was 0%. The JPMorgan Equity Index Select (HLEIX) mutual fund falls under the large-cap mixed category. HLEIX focuses its investments in USA and HLEIX is not affiliated with a particular industry or fund sector. The JPMorgan Equity Index Select (HLEIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HLEIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HLEIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update


Management Analysis Update

Performance Analysis Update