JHTAX Mutual Fund

JHTAX Mutual Fund (JPMorgan Hedged Equity 3 Fund Class A) is managed by J.P. Morgan Asset Management with $155.3M in net assets. JHTAX expense ratio is 0.84%, holding 163 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2021-02-26.

JHTAX performance shows a YTD return of 2.70%. The 1-year return is 8.63% and the 5-year return is 6.70%. JHTAX dividend yield stands at 0.28%, paid quarterly.

JHTAX 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 JHTAX holdings, JHTAX sectors, or JHTAX dividends.

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