JHEQX Mutual Fund
JHEQX Mutual Fund
JPMorgan Hedged Equity Fund Class I
JHEQX Mutual Fund Overview
JHEQX Mutual Fund (JPMorgan Hedged Equity Fund Class I) is managed by J.P. Morgan Asset Management with $14.37B in net assets. JHEQX expense ratio is 0.57%, holding 163 positions across sectors including Information Technology, Financials, Unknown. Inception date: 2013-12-13.
JHEQX performance shows a YTD return of -1.91%. The 1-year return is 5.22% and the 5-year return is 6.78%. JHEQX dividend yield stands at 0.56%, paid quarterly.
JHEQX top holdings include Nvidia Corp (8.0%), Apple Inc (6.4%), Jpmorgan US Government Money Market Fund (6.1%), Microsoft Corp 4.100 Feb 06 37 (5.3%), Amazon.Com Inc (4.1%). View all JHEQX holdings, sector breakdown, or dividend history.
JHEQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JHEQX alternatives are available via the screener, along with tax-loss harvesting opportunities.