JDCEX Mutual Fund

JDCEX Mutual Fund (Easterly Hedged Equity Fund Class C) is managed by Easterly Funds with $7.1M in net assets. JDCEX expense ratio is 2.40%, holding 14 positions across sectors including Financials. Inception date: 2015-07-31.

JDCEX performance shows a YTD return of 6.54%. The 1-year return is 11.78% and the 5-year return is 9.19%.

JDCEX top holdings include Spdr S&p 500 ETF Trust (88.7%), Bbh Sweep Vehicle (4.3%), Spy Bullet Swap J (1.6%), Spxw Us 06/30/26 P7420 (1.5%), Spy Bullet Swap N (1.4%). Go to all JDCEX holdings, JDCEX sectors, or JDCEX dividends.

JDCEX can be compared against other funds. Use JDCEX overlap to find shared positions, or JDCEX vs another fund for a side-by-side view. JDCEX alternatives are available via the screener, along with tax-loss harvesting opportunities.