JHTRX Mutual Fund

JHTRX Mutual Fund (JPMorgan Hedged Equity 3 Fund Class R6) is managed by J.P. Morgan Asset Management with $647.2M in net assets. JHTRX expense ratio is 0.34%, holding 163 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2021-02-26.

JHTRX performance shows a YTD return of 3.00%. The 1-year return is 9.20% and the 5-year return is 7.25%. JHTRX dividend yield stands at 0.77%, paid quarterly.

JHTRX top holdings include Nvidia Corp. (7.8%), Apple, Inc (6.3%), Microsoft Corp 4.100 Feb 06 37 (5.2%), Amazon.Com Inc (4.0%), Bought Pen Sold USD 20260916 (3.0%). 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.