JHTAX Mutual Fund

JHTAX Mutual Fund (JPMorgan Hedged Equity 3 Fund Class A) is managed by J.P. Morgan Asset Management with $160.0M 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 4.56%. The 1-year return is 9.33% and the 5-year return is 6.93%. JHTAX dividend yield stands at 0.28%, paid quarterly.

JHTAX top holdings include Nvidia Corp (8.4%), Apple, Inc (6.6%), Microsoft Corp (6.2%), Amazon.Com Inc (4.3%), Jpmorgan Prime Money (3.1%). 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.