JHDAX Mutual Fund

JHDAX Mutual Fund (JPMorgan Hedged Equity 2 Fund Class A) is managed by J.P. Morgan Asset Management with $234.5M in net assets. JHDAX expense ratio is 0.84%, holding 156 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2021-02-26.

JHDAX performance shows a YTD return of 9.04%. The 1-year return is 12.86% and the 5-year return is 7.47%. JHDAX dividend yield stands at 0.26%, paid quarterly.

JHDAX top holdings include Nvidia Corp (8.2%), Apple, Inc (6.4%), Microsoft Corp (6.1%), Jpmorgan Prime Money (5.9%), Amazon.Com Inc (4.2%). Go to all JHDAX holdings, JHDAX sectors, or JHDAX dividends.

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