JHDFX Mutual Fund

JHDFX Mutual Fund (JPMorgan Hedged Equity 2 Fund Class R5) is managed by J.P. Morgan Asset Management with $1.2M in net assets. JHDFX expense ratio is 0.45%, holding 163 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2021-02-26.

JHDFX performance shows a YTD return of 7.89%. The 1-year return is 13.41% and the 5-year return is 7.86%. JHDFX dividend yield stands at 0.63%, paid quarterly.

JHDFX 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 JHDFX holdings, JHDFX sectors, or JHDFX dividends.

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