Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
JPMorgan Equity Index I  HLEIX
Release date as of 2024-09-30. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Above Avg Average 1292
5-Year Above Avg Average 1189
10-Year Above Avg Average 895
Overall Above Avg Average 1292
Morningstar Category: Large Blend | Number of Funds in Category: 1292
Data through 2024-09-30
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 17.53
Mean 11.68
Sharpe Ratio 0.50
Trailing 3-Yr as of 2024-09-30
  Modern Portfolio Theory Statistics
Best Fit Index
S&P 500 TR USD
R-Squared 100
Beta 1.00
Alpha -0.21
Trailing 3-Yr as of 2024-09-30
  Principal Risks   
Loss of Money, Not FDIC Insured, Index Correlation/Tracking Error, Market/Market Volatility, Equity Securities, Industry and Sector Investing, Derivatives, Suitability, Shareholder Activity, Passive Management, Mid-Cap, Large Cap, Technology Sector
Show Risk Definitions
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.