JHEQX Mutual Fund

JHEQX Mutual Fund (JPMorgan Hedged Equity Fund Class I) is managed by J.P. Morgan Asset Management with $13.99B in net assets. JHEQX expense ratio is 0.57%, holding 157 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2013-12-13.

JHEQX performance shows a YTD return of 0.90%. The 1-year return is 4.90% and the 5-year return is 6.92%. JHEQX dividend yield stands at 0.55%, paid quarterly.

JHEQX top holdings include Nvidia Corp (8.5%), Apple, Inc (6.6%), Microsoft Corp (6.3%), Amazon.Com Inc (4.3%), Alphabet Inc,class A (3.0%). 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.