JHQTX Mutual Fund

JHQTX Mutual Fund (JPMorgan Hedged Equity 3 Fund Class I) is managed by J.P. Morgan Asset Management with $2.36B in net assets. JHQTX expense ratio is 0.59%, holding 163 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2021-02-26.

JHQTX performance shows a YTD return of 2.82%. The 1-year return is 8.94% and the 5-year return is 6.97%. JHQTX dividend yield stands at 0.52%, paid quarterly.

JHQTX top holdings include Nvidia Corp (7.7%), Apple, Inc (6.4%), Microsoft Corp (5.7%), Jpmorgan Prime Money Market Fund, Class Im (4.9%), Amazon.Com Inc (4.5%). Go to all JHQTX holdings, JHQTX sectors, or JHQTX dividends.

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