JHDAX Mutual Fund

JHDAX Mutual Fund (JPMorgan Hedged Equity 2 Fund Class A) is managed by J.P. Morgan Asset Management with $238.7M in net assets. JHDAX expense ratio is 0.84%, holding 163 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2021-02-26.

JHDAX performance shows a YTD return of 7.63%. The 1-year return is 12.92% and the 5-year return is 7.42%. JHDAX dividend yield stands at 0.26%, paid quarterly.

JHDAX top holdings include Nvidia Corp (8.2%), Apple, Inc (6.6%), Microsoft Corp (4.9%), Amazon.Com Inc (4.3%), Alphabet Inc,class A (3.4%). 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.