JHDRX Mutual Fund
JHDRX Mutual Fund
JPMorgan Hedged Equity 2 Fund Class R6
JHDRX Mutual Fund Overview
JHDRX Mutual Fund (JPMorgan Hedged Equity 2 Fund Class R6) is managed by J.P. Morgan Asset Management with $986.4M in net assets. JHDRX expense ratio is 0.34%, holding 163 positions across sectors including Information Technology, Financials, Unknown. Inception date: 2021-02-26.
JHDRX performance shows a YTD return of 5.87%. The 1-year return is 12.12% and the 5-year return is 7.86%. JHDRX dividend yield stands at 0.75%, paid quarterly.
JHDRX 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 JHDRX holdings, sector breakdown, or dividend history.
JHDRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JHDRX alternatives are available via the screener, along with tax-loss harvesting opportunities.