JHDFX Mutual Fund
JHDFX Mutual Fund
JPMorgan Hedged Equity 2 Fund Class R5
JHDFX Mutual Fund Overview
JHDFX Mutual Fund (JPMorgan Hedged Equity 2 Fund Class R5) is managed by J.P. Morgan Asset Management with $1.2M in net assets. JHDFX expense ratio is 0.45%, holding 163 positions across sectors including Information Technology, Financials, Unknown. Inception date: 2021-02-26.
JHDFX performance shows a YTD return of 5.82%. The 1-year return is 12.01% and the 5-year return is 7.76%. JHDFX dividend yield stands at 0.65%, paid quarterly.
JHDFX top holdings include Nvidia Corp. (7.7%), Apple, Inc (6.2%), Microsoft Corp 4.100 Feb 06 37 (5.2%), Amazon.Com Inc (4.0%), Jpmorgan Prime Money Market Fund, Class Im (3.2%). View all JHDFX holdings, sector breakdown, or dividend history.
JHDFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JHDFX alternatives are available via the screener, along with tax-loss harvesting opportunities.