JHTRX Mutual Fund

JHTRX Mutual Fund (JPMorgan Hedged Equity 3 Fund Class R6) is managed by J.P. Morgan Asset Management with $559.5M in net assets. JHTRX expense ratio is 0.34%, holding 163 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2021-02-26.

JHTRX performance shows a YTD return of 4.86%. The 1-year return is 9.85% and the 5-year return is 7.46%. JHTRX dividend yield stands at 0.76%, paid quarterly.

JHTRX 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 JHTRX holdings, JHTRX sectors, or JHTRX dividends.

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