JHTGX Mutual Fund

JHTGX Mutual Fund (JPMorgan Hedged Equity 3 Fund Class R5) is managed by J.P. Morgan Asset Management with $46,895.33 in net assets. JHTGX expense ratio is 0.45%, holding 163 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2021-02-26.

JHTGX performance shows a YTD return of 2.90%. The 1-year return is 9.05% and the 5-year return is 7.12%. JHTGX dividend yield stands at 0.68%, paid quarterly.

JHTGX top holdings include Nvidia Corp. (7.8%), Apple, Inc (6.3%), Microsoft Corp (5.2%), Amazon.Com Inc (4.0%), Gnma Ii Pool Ma6767 G2 07/50 Fixed 3.5 (3.0%). Go to all JHTGX holdings, JHTGX sectors, or JHTGX dividends.

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