JHTAX Mutual Fund

JHTAX Mutual Fund (JPMorgan Hedged Equity 3 Fund Class A) is managed by J.P. Morgan Asset Management with $158.5M in net assets. JHTAX expense ratio is 0.84%, holding 163 positions across sectors including Information Technology, Financials, Communication Services. 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 6.69%. JHTAX dividend yield stands at 0.29%, paid quarterly.

JHTAX top holdings include Nvidia Corp. (7.8%), Apple, Inc (6.3%), Microsoft Corp (5.2%), Amazon.Com Inc (4.0%), Ayvens Sa 4.25 2027-01-18 (3.0%). 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.