JHEQX Mutual Fund
JHEQX Mutual Fund
JHEQX Mutual Fund
JPMorgan Hedged Equity Fund Class I
JHEQX Mutual Fund Overview
JHEQX Mutual Fund (JPMorgan Hedged Equity Fund Class I) is managed by J.P. Morgan Asset Management with $14.25B in net assets. JHEQX expense ratio is 0.57%, holding 163 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2013-12-13.
JHEQX performance shows a YTD return of -0.77%. The 1-year return is 4.75% and the 5-year return is 6.78%. JHEQX dividend yield stands at 0.55%, paid quarterly.
JHEQX top holdings include Nvidia Corp. (8.0%), Apple, Inc (6.4%), Jpmorgan U.S. Government Money Market Fund, Class IM (6.1%), Microsoft Corp 4.100 Feb 06 37 (5.3%), Amazon.Com Inc (4.1%). Go to all JHEQX holdings, JHEQX sectors, or JHEQX dividends.
JHEQX can be compared against other funds. Use JHEQX overlap to find shared positions, or JHEQX vs another fund for a side-by-side view. JHEQX alternatives are available via the screener, along with tax-loss harvesting opportunities.