JHDAX Mutual Fund
JHDAX Mutual Fund
JPMorgan Hedged Equity 2 Fund Class A
JHDAX Mutual Fund Overview
JHDAX Mutual Fund (JPMorgan Hedged Equity 2 Fund Class A) is managed by J.P. Morgan Asset Management with $235.7M in net assets. JHDAX expense ratio is 0.84%, holding 163 positions across sectors including Information Technology, Financials, Unknown. Inception date: 2021-02-26.
JHDAX performance shows a YTD return of 5.62%. The 1-year return is 11.57% and the 5-year return is 7.32%. JHDAX dividend yield stands at 0.26%, paid quarterly.
JHDAX 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 JHDAX holdings, sector breakdown, or dividend history.
JHDAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JHDAX alternatives are available via the screener, along with tax-loss harvesting opportunities.