JHDRX Mutual Fund

JHDRX Mutual Fund (JPMorgan Hedged Equity 2 Fund Class R6) is managed by J.P. Morgan Asset Management with $566.6M in net assets. JHDRX expense ratio is 0.34%, holding 163 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2021-02-26.

JHDRX performance shows a YTD return of 7.94%. The 1-year return is 13.53% and the 5-year return is 7.97%. JHDRX dividend yield stands at 0.73%, paid quarterly.

JHDRX top holdings include Nvidia Corp. (7.7%), Apple, Inc (6.2%), Microsoft Corp (5.2%), Amazon.Com Inc (4.0%), Jpmorgan Prime Money Market Fund, Class Im (3.2%). Go to all JHDRX holdings, JHDRX sectors, or JHDRX dividends.

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